Private Client Tax Director

3 weeks ago


Poole, Poole, United Kingdom DeFi Planet Full time
Job Overview

This role is responsible for managing and leading the Forvis Mazars Private Client team for the South Coast, providing high-quality private client tax advice and compliance services.

Main Responsibilities:

  1. Lead the team in delivering exceptional client service, ensuring high levels of client satisfaction and loyalty.
  2. Develop and implement strategies to drive business growth, increase revenue, and expand the team's capabilities.
  3. Collaborate with other service lines within the Poole office to develop and execute marketing plans, targeting high net worth individuals and large Privately Owned Businesses.
  4. Build and maintain relationships with key stakeholders, including intermediaries, referral networks, and clients.
  5. Stay up-to-date with changes in tax legislation and communicate the impact of these changes to clients and colleagues.
  6. Lead learning and development initiatives for the Poole tax team, ensuring they have the necessary skills and knowledge to excel in their roles.

Key Requirements:

  • Relevant professional qualifications (CTA or similar).
  • Proven track record of building and leading high-performing teams, driving business growth, and expanding capabilities.
  • Exceptional communication skills, with the ability to positively impact and influence others.
  • Broad and strong technical tax knowledge and expertise.
  • Ability to take ownership of projects, delegate effectively, and ensure quality control.
  • Experience managing financials on clients and adjusting the approach to advisory work based on budget.
  • Proficiency with personal tax on CCH Central would be an advantage.

Estimated Salary:$125,000 per annum.


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