Private Client Director

Rutherford Briant; Chelmsford; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading regional firm of Accountants is seeking a Tax Director to manage a portfolio of Private Client Tax clients, focusing on high-net-worth individuals and trusts. This role offers a clear path to Partner and involves technical guidance, budgeting, and client development opportunities. Ideal candidates will have a CTA qualification and relevant experience in the UK tax landscape.

Qualifications

• Strong knowledge of technical areas of UK Personal taxes.
• Proven ability to manage a portfolio of Private Client Tax clients.
• Experience advising HNWI and UNHWI clients is essential.

Responsibilities

• Manage a portfolio of Private Client Tax clients.
• Own the budgeting and planning for the clients in your portfolio.
• Provide technical guidance to the team and mentor junior members.
• Assist partners with strategic planning and client meetings.
• Identify opportunities for service line development.

Skills

Networking skills

Technical knowledge of UK Personal taxes

Ability to train and develop junior members

Experience with HNWI and UNHWI clients

Education

CTA Qualification

Job description

Rutherford Briant are recruiting for a Tax Director for a leading regional firm of Accountants in Essex. This regional firm based across East Anglia are hiring for a Private Client Tax Director, and they are open to a sideways step in order to get the ability to progress to Partner, or as a potential first step at Director grade. The hire is a newly created position with the view of expanding this firm\'s private client offering.

The Private Client Tax service line is incredibly well regarded for the firm, and lots of their clients use multiple areas of the business, which should allow for a great opportunity to build your internal and external network which is vital to making that Partner step.

Responsibilities

• Manage a portfolio of Private Client Tax clients, across the HNWIs, OMB and Trusts space within the UK
• Own the budgeting and planning for the clients in your portfolio
• Provide technical guidance to the members of the team, being a clear mentor to the team
• Assist the current Partners with the service line strategic planning and decisions
• Work with the business, and Partners to identify opportunities for service line development, and attend new business meetings

Requirements

• CTA Qualification
• Strong knowledge of technical areas of UK Personal taxes
• Experience working with, and advising, HNWI and UNHWI clients
• Ability to train and develop junior members of the team
• Networking skills and an ability to convert leads

If you are an experienced professional within the Private Client Tax space, and looking for a role at Director grade, with a clear route to Partner - apply now, or get in touch to find out more information!

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.