Senior Tax Services Director
1 month ago
Company Overview:
JPConnections is an independent financial planning group experiencing rapid growth. The company seeks a highly skilled and driven individual to lead a new division within the business.
Job Summary:
We are seeking a Senior Tax Services Director to lead our Private Client Tax services. As a key member of our team, you will be responsible for continuing the design, delivery, and execution of personal tax and legal compliance services and tax planning to existing clients.
About the Role:
- Design, deliver, and execute personal tax and legal compliance services and tax planning to existing clients
- Collaborate with key stakeholders within the business to achieve strategic goals
- Develop strong relationships with Financial Planners to deliver high-calibre Private Client tax, trust, and legal services to clients
- Ensure client needs are satisfied compliantly and efficiently
Requirements:
- Chartered Accountant / Chartered Tax Advisor or qualified Private Client Tax Legal Professional
- Experience of leading personal tax services, including tax returns and tax planning to private clients; experience of looking after HNW clients
- Budget management and financial controls experience
What We Offer:
A competitive salary of £80,000 - £100,000 per annum, plus benefits. The business supports hybrid working and has flexible working policies in place.
Location:
Head Office in Cheltenham, with one or two days of work from home per week.
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