Private Client Tax Director

Vaisto Recruitment Ltd; Altrincham; On-site; GBP 65,000 - 100,000; Full time

Job summary

Vaisto Recruitment Ltd in Altrincham is seeking a Private Client Tax Senior Manager or Director to lead high-net-worth advisory work within a specialist tax consultancy. The role centers on complex private client matters and developing key client relationships, with no requirement to bring a portfolio.

You will work with Partners and senior tax specialists on inheritance tax, trusts and estate planning, while mentoring juniors pursuing CTA/ACA qualifications.

Qualifications

• CTA qualification required and extensive private client tax advisory experience.
• Experience operating at Senior Manager, Director or Partner level.
• Strong technical knowledge across a broad range of private client tax matters.
• Ability to manage complex advisory assignments and maintain excellent client relationships.
• Self-motivated, organised approach with an interest in supporting the development of less experienced colleagues.

Responsibilities

• Lead complex private client tax advisory assignments for high-net-worth individuals, business owners and families.
• Advise on inheritance tax, capital gains tax, trusts, estate planning and wider personal tax matters.
• Manage advisory projects from initial client discussions through to delivery with high technical standards.
• Develop and maintain strong client relationships, acting as a trusted adviser.
• Research technical tax issues and prepare detailed reports and recommendations.
• Collaborate with colleagues across the national group, including other tax advisory specialists.
• Support the technical development of junior colleagues pursuing CTA and ACA qualifications.

Skills

Private client tax advisory

Client relationship management

Leadership / senior level engagement

Research and reporting

Mentoring junior colleagues

Education

CTA qualification

ACA/CTA qualifications

Job description

Private Client Tax Senior Manager / Director - Altrincham - £65,000-£100,000

Specialist Tax Consultancy, High-Level Advisory Work, Partner Succession Opportunity

An established specialist tax consultancy is looking to appoint an experienced Private Client Tax Senior Manager or Director to take a leading role in its growing private client advisory offering.

This is a senior appointment within a highly regarded South Manchester tax practice, offering the opportunity to work on complex and varied private client matters alongside an established team of experienced tax specialists.

With a substantial existing workload and increasing demand for private client advisory services across the wider group, the firm is looking for an accomplished tax professional who can take ownership of client relationships and deliver high-quality technical advice. There is no requirement to bring an existing client portfolio.

Private Client Tax - About the Firm

This successful specialist tax consultancy has built an excellent reputation for delivering high-quality tax advisory services, with a team of experienced professionals, excellent staff retention and a collaborative working environment.

Following its integration into a larger national accountancy group, the firm continues to benefit from an increasing flow of complex advisory work referred by practices across the group.

With significant demand for private client expertise and longer-term succession planning at Partner level, this appointment represents an important part of the firm's continued development.

Private Client Tax Senior Manager / Director - Responsibilities

Working closely with senior tax specialists and Partners, you will take responsibility for delivering high-level private client tax advice to an established and growing client base.

Your responsibilities will include:

• Leading complex private client tax advisory assignments, providing specialist advice to high-net-worth individuals, business owners and families.
• Advising on inheritance tax, capital gains tax, trusts, estate planning and wider personal tax matters, as appropriate to your experience.
• Managing advisory projects from initial client discussions through to delivery, ensuring a consistently high standard of technical advice.
• Developing and maintaining strong relationships with existing clients, acting as a trusted adviser on complex tax matters.
• Researching technical tax issues and preparing detailed reports and recommendations.
• Working collaboratively with colleagues across the national group, including other tax advisory specialists.
• Supporting the technical development of junior colleagues undertaking CTA and ACA/CTA qualifications.

The position is primarily focused on technical advisory work and client relationships, without the requirement to undertake formal staff management, appraisals or HR responsibilities.

Private Client Tax Senior Manager / Director - Requirements

The firm is looking for a technically accomplished private client tax professional who can operate independently and take ownership of complex advisory assignments.

Ideally, you will have:

• CTA qualification.
• Extensive private client tax advisory experience gained within an accountancy practice or specialist tax consultancy.
• Experience operating at Senior Manager, Director or Partner level.
• Strong technical knowledge across a broad range of private client tax matters.
• The ability to manage complex advisory assignments and maintain excellent client relationships.
• A self-motivated, organised approach and an interest in supporting the development of less experienced colleague