OMB / Private Client Tax Director

BC Financial Search Ltd; Shrewsbury; On-site; GBP 75,000 - 110,000; Full time

Benefits offered by this job

Flexible working

Birthday day off

Company pension

Life assurance

Private medical insurance

Dental cover

Eye care

Wellbeing support

Employee discounts

EV/Cycle to work

Job summary

BC Financial Search Ltd is assisting an established accountancy and advisory firm in Shrewsbury to recruit a Tax Director for owner-managed businesses and private clients. You will lead a portfolio, deliver complex tax advisory, and contribute to business growth.

The role offers flexible working and a competitive package, with senior leadership responsibilities and mentoring opportunities within the tax team.

Qualifications

• CTA/ACA/ACCA/ATT or equivalent qualification.
• Extensive experience in personal tax, owner-managed business taxation or private client advisory.

Responsibilities

• Manage a significant portfolio of owner-managed and private client clients with high-quality tax advisory and compliance services.
• Lead complex personal tax planning and advisory assignments for business owners and high-value individuals.
• Advise on tax-efficient planning strategies and wider financial considerations.

Skills

Tax advisory

Client management

Leadership

Education

CTA/ACA/ACCA/ATT or equivalent

Job description

Tax Director - Owner-Managed Businesses / Private Client Tax

Shrewsbury £75,000-£110,000 Flexible Working & Excellent Benefits

An excellent opportunity has arisen for an experienced Tax Director or ambitious Senior Manager to join the established tax advisory team of a highly regarded accountancy and business advisory firm in Shrewsbury.

This is a senior leadership position offering the opportunity to manage a substantial portfolio of clients, provide complex tax planning advice and play an important role in the continued development of the tax department.

Working primarily with owner-managed businesses, entrepreneurs, shareholders and private clients, you'll provide commercially focused advice on a broad range of personal tax and business-related matters.

Alongside managing key client relationships, you'll take responsibility for developing new business, mentoring senior colleagues and contributing to the strategic direction of the department.

This would particularly suit an experienced tax professional who enjoys combining technical advisory work with relationship management and business development, and is looking for a position offering genuine autonomy, influence and long-term career opportunities.

Duties and responsibilities

• Manage and develop a significant portfolio of owner-managed business and private clients, providing high-quality tax advisory and compliance services.
• Lead complex personal tax planning and advisory assignments, ensuring advice is technically accurate and commercially appropriate.
• Advise business owners, entrepreneurs and shareholders on tax-efficient planning strategies and wider financial considerations.
• Oversee complex tax compliance assignments, reviewing technical work and ensuring high standards of service delivery.
• Build and maintain strong relationships with key clients, acting as a trusted adviser on complex tax matters.
• Identify opportunities to provide additional tax advisory services and collaborate with colleagues across other specialist departments.
• Drive business development activity, building relationships with professional contacts, intermediaries and prospective clients.
• Contribute to fee growth through developing existing relationships, winning new assignments and identifying commercial opportunities.
• Lead, mentor and develop Managers and other tax professionals, supporting their technical development and career progression.
• Oversee departmental workflow, resources, budgets and the commercial performance of client assignments.
• Work closely with Partners and fellow Directors on departmental strategy, service development and future growth plans.

Experience and qualifications

• CTA, ACA, ACCA, ATT or equivalent qualification, although substantial relevant experience will also be considered.
• Extensive experience in personal tax, owner-managed business taxation or private client advisory, developed within an accountancy practice.
• Strong technical knowledge of UK tax legislation, with experience managing complex tax planning and advisory assignments.
• Proven ability to manage and develop relationships with business owners, entrepreneurs and high-value clients.
• Experience leading client portfolios, overseeing technical assignments and managing senior colleagues.
• Commercial awareness and a track record of identifying opportunities, developing professional relationships and contributing to business growth.
• Strong leadership skills, with the ability to mentor colleagues and support the development of a successful tax team.
• Excellent communication skills and the confidence to advise senior business owners and other professional advisers.
• A proactive, commercially minded approach with an interest in contributing to the long-term development of the firm.

Applications are welcomed from existing Tax Directors and experienced Senior Managers who are ready to take on a broader leadership and business development role.

Benefits

• Competitive salary of £75,000-£110,000 depending on experience.
• Flexible working policy, subject to agreement.
• Birthday day off, plus the option to buy or sell annual leave.
• Company pension scheme.
• Life assurance worth four times annual salary.
• Employee assistance programme and 24/7 GP access.
• Optional private medical insurance, dental cover and other healthcare benefits.
• Enhanced maternity, adoption and paternity leave, subject to qualifying service.
• Eye care, flu vaccinations and wellbeing support.
• Employee discounts across a wide range of retailers and brands.
• Electric vehicle and cycle to work schemes, subject to eligibility.
• Ongoing professional development and leadership opportunities.
• Opportunity to influence departmental strategy, develop client relationships and contribute to the continued growth of the business.

Company culture

This opportunity is with an established accountancy and business advisory firm that works closely with entrepreneurs, owner-managed businesses and private clients across a broad range of sectors.

The firm places considerable importance on building long-term client relationships, delivering commercially focused advice and creating an environment where experienced professionals can make a genuine contribution.

You'll work alongside experienced Partners, Directors and specialist tax colleagues, benefiting from a collaborative approach and access to expertise across different areas of taxation and business advisory.

At Director level, you'll be trusted to take ownership of key client relationships, contribute to strategic decisions and play an important role in developing the next generation of tax professionals.

This is particularly well suited to someone who enjoys technically challenging advisory work but also wants the opportunity to influence the direction of a growing department and make a meaningful impact beyond their own client portfolio.