Private Client Tax Director
4 days ago
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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