Private Client Tax Director

3 days ago


Solihull, Solihull, United Kingdom Rekroot Full time

About the Role:

We are seeking a highly skilled Private Client Tax Director to join our team at Rekroot. As a Private Client Tax Director, you will be responsible for managing a portfolio of Private Client Tax clients, providing technical guidance to the team, and assisting the current Partners with service line strategic planning and decisions.

The Firm:

Our firm is a well-established accountancy firm with a friendly office near Solihull. We provide a full range of accountancy services to a wide range of clients and offer a friendly working environment with flexibility in terms of working hours and smart working.

Responsibilities:

  • Manage a portfolio of Private Client Tax clients across the HNWIs, OMB, and Trusts space within the UK.
  • Own the budgeting and planning for the clients in your portfolio.
  • Provide technical guidance to the members of the team, being a clear mentor to the team.
  • Assist the current Partners with the service line strategic planning and decisions.
  • Work with the business and Partners to identify opportunities for service line development and attend new business meetings.

Requirements:

To be successful in this role, you will need to have a strong background in Private Client Tax and experience in managing a portfolio of clients. You will also need to have excellent communication and leadership skills, as well as the ability to work effectively in a team.



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