Private Client Director

ACCA Careers; Devon and Torbay; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading accountancy practice in Devon is seeking a Private Client Director to join its team. In this role, you will oversee advisory tax services for high-net-worth individuals, driving the firm's personal tax offerings forward. The ideal candidate will hold relevant qualifications and have experience operating at the director level, with a commitment to delivering high-quality tax advisory services. The position offers a competitive salary ranging from £70,000 to £90,000 plus benefits.

Qualifications

• Operating at or close to Private Client Director level.
• Experience in personal tax advice and planning.
• Background in Top Tier, Mid-Tier or independent accountancy firms.

Responsibilities

• Oversee advisory services across a wide spectrum of tax advice.
• Lead and develop the firm's personal tax service lines.
• Drive growth in tax services and client management.

Skills

Tax advisory services

Client management

Personal tax planning

Education

ACA/ACCA/CTA/ATT/STEP qualified

Job description

Overview

A leading accountancy practice based in Devon has a requirement for a Private Client Director to join their highly regarded team as a key addition. The position has arisen through a combination of growth and planning for the future development of this growing firm. You will have opportunity to lead on complex advisory project work and develop and grow this firm's personal tax service lines, with a clear path on offer to progress in your career.

Client Details

A leading firm of chartered accountants undergoing continued positive growth. The firm acts for a wide-ranging client base of high-net-worth individuals, families, entrepreneurs, and business owners. The firm has a successful tax team and service line. Excellent career prospects are on offer for career-focused professionals looking for a clear path to progress, along with highly competitive and attractive remuneration and benefits.

Description

You will join the firm as Private Client Director based in their Devon offices and will take a client fronting role overseeing the provision of advisory services across a wide spectrum of tax advice and planning across personal tax and trusts to include IHT, succession planning, capital gains tax, estate planning, residence and domicile advice and project delivery, along with other personal income tax project work delivery. You will also lead the team and looking to drive the further growth and development of tax services in this leading firm working closely and alongside the firms leadership team. You will have clear opportunity to progress in your career.

Profile

For this Private Client Director role you will be already at, or operating effectively close to a Private Client Director level in your career and will be any of: ACA / ACCA/ CTA / ATT / STEP etc qualified as a tax specialist and advisory delivery focused professional. You will have specialised across any areas of personal, private client or mixed tax across your career history delivering tax advisory services. Your background will have been developed within any of the Top Tier, Mid-Tier/Top 50 or large, medium or small independent accountancy practice firm backgrounds and you will be seeking a challenging new career opportunity, with a clear route to progress within a leading firm of accountants.

Job Offer

£70,000 - £90,000 + dependent on the experience, background and level of the right professional, negotiable, plus benefits. Please apply online and for a confidential discussion to find out more please contact Mark Bailey on 01179 271452