Private Client Tax Director

Key Responsibilities

•  Providing bespoke advice across all areas of personal taxation, helping ultra high net worth and high net worth individuals pay the right amount of tax 
• Assisting Tax Partners and Partners with more complex enquiries and ensuring planning and cross-selling opportunities are identified and followed up 
• Assisting in generating new work and developing relationships with intermediaries 
• Developing the office’s private client team with a focus on enhancing their advisory and business development skills. 
• Leading HMRC enquiry matters 
• Reviewing the wider client base and identifying additional opportunities 
• Maintaining regular communication with all clients and related 3rd parties 
• Displaying excellent communication skills 
• Working in a team with direct responsibility for the mentoring, developing and training of managers & trainees 
• Preparing budgets, completing work within budget and reporting to Partners on good financial management.   

Skills, Knowledge & Expertise

• CTA qualified or equivalent 
• High level of technical advisory expertise
• Self-starter capable of motivating, driving, and developing the team
• Able to demonstrate relevant practical experience in Private Client tax planning
• Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical point for clients to understand
• Ability to provide excellent client care
• Strong relationship building, networking, and business development skills
• Tax planning and advisory
• Coaching and People Management 
• Ideally able to demonstrate experience in the following
  o    Private client taxation and planning
  o    Planning for owner managed businesses
  o    Inheritance Tax planning
  o    Trusts and Estate planning

Job Benefits