Private Client Director

Rutherford Briant; Chelmsford; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading regional firm of Accountants in Essex is seeking a Private Client Tax Director. This pivotal role offers a clear path to Partner while managing a diverse portfolio of HNWI clients and contributing to the strategic development of the service line. The firm champions equity and inclusion in its hiring process, urging diversity in applications.

Qualifications

• Experience in Private Client Tax focused on HNWIs and UNHWIs.
• Ability to train and develop junior team members.
• Experience in advising on technical tax areas.

Responsibilities

• Manage a portfolio of Private Client Tax clients.
• Own budgeting and strategic planning for the client portfolio.
• Provide technical guidance and mentorship to team members.

Skills

Knowledge of UK Personal taxes

Networking skills

Client advising skills

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 hire of someone taking 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 firms 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:
As a Private Client Tax Director, you will
• 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:
As a Private Client Tax Director, you will need
• 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 experience 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.

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.