Senior Private Client Tax Leader
1 month ago
About the Role:
We are seeking a highly experienced Private Client Tax Director to lead our expanding tax division. As a senior leader, you will provide strategic advice to high-net-worth individuals and families, delivering bespoke tax planning solutions.
Key Responsibilities:
- Oversee the private client tax team and manage a team of tax professionals.
- Provide expert tax planning advice to high-net-worth individuals, entrepreneurs, and family businesses.
- Advising on complex tax matters, including inheritance tax, capital gains tax, trusts, and estates.
- Develop and implement tax-efficient strategies for succession planning and wealth preservation.
- Act as a key contact for clients, building long-lasting relationships and ensuring high levels of client satisfaction.
- Keep up to date with tax legislation changes and ensure clients are fully informed of any implications.
- Manage and review complex tax compliance matters and filings.
- Drive business development activities, including identifying new opportunities and expanding client relationships.
- Work closely with other departments, such as corporate tax and accounting, to provide a holistic service.
- Lead, mentor, and develop junior team members, ensuring their growth and progression.
Requirements:
- CTA/ACA/ACCA qualified (or equivalent) with extensive experience in private client tax.
- Proven track record of advising high-net-worth individuals and families on complex tax matters.
- Strong knowledge of UK tax legislation, particularly in relation to inheritance tax, capital gains tax, trusts, and estates.
- Previous experience managing and developing a team within a professional services environment.
- Excellent communication skills, with the ability to build and maintain strong client relationships.
- A proactive approach to business development, with a proven ability to grow a client portfolio.
- Strong leadership skills, with the ability to mentor and develop junior staff.
- Commercially astute, with the ability to identify opportunities and deliver strategic advice.
- A high level of attention to detail and the ability to manage multiple complex client engagements.
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