Private Client Tax Director

4 days ago


Swindon, Swindon, United Kingdom Michael Page UK Full time
Company Overview

Established in the UK, our client is a renowned accountancy practice with an extensive network of offices across the South West and M4 corridor. With over 100 years of distinguished service to clients across the region, this award-winning firm offers comprehensive support to clients' regional, national, and international needs.

As part of a strategic merger with several organizations and significant private investment, our client is embarking on an exciting new phase of growth and expansion.

Salary

This role comes with a competitive salary, commensurate with industry standards, and subject to regular performance-based reviews.

Job Description

The successful candidate will lead a team of tax professionals, providing mentorship, guidance, and technical expertise to ensure exceptional client service. Key responsibilities include:

• Providing high-level tax advice to high net worth clients, focusing on personalized wealth planning and tax strategies.

• Building and maintaining strong relationships with clients, addressing specific tax queries, and ensuring timely and accurate completion of personal, trust, and corporation tax returns.

• Staying up-to-date with UK Tax legislation, assessing its implications for clients, and promoting relevant advisory initiatives.

Required Skills and Qualifications

To excel in this role, you will possess:

• In-depth knowledge of Private Tax, including Inheritance Tax (IHT), Trusts, Capital Gains Tax (CGT), and related areas.

• Proven experience in advising high net worth individuals on personal tax and wealth planning, with a focus on commercial acumen and sector knowledge.

• Strong understanding of the private tax landscape and its alignment with client business objectives.

• Familiarity with international personal tax matters, including residence and domicile considerations.

• Excellent leadership skills, with the ability to align high-level tax advice with clients' long-term wealth planning goals.

• A thorough approach to complex tax issues, ensuring compliance and accuracy.

Benefits

Our client offers a range of benefits, including:

• Comprehensive health and wellness benefits, including private health insurance and employee assistance programs.

• Flexible working arrangements, including options for remote work and additional annual leave.

• Generous support policies, such as enhanced maternity and paternity leave, life assurance, and pension contributions.

• Additional perks, including a benefits platform, volunteer leave, and a cycle-to-work scheme.

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