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Private Client Tax Director

PRO-TAX RECRUITMENT LIMITED

City Of London

Hybrid

GBP 125,000

Full time

Yesterday
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Job summary

Join a dynamic and rapidly growing accountancy firm in London as a strategic member of the Private Client Tax team. This role offers the opportunity to work closely with high-profile partners and an experienced team, advising high-net-worth entrepreneurs and their families on complex tax issues. You will be the key point of contact for clients, guiding them through succession planning, trusts, and property transactions. With a commitment to work/life balance and flexible working arrangements, this is a chance to make a significant impact in a supportive environment. If you are an ambitious Associate Director or Senior Manager ready to step up, we want to hear from you!

Qualifications

  • Excellent client relationship management skills required.
  • Strong technical grasp of IHT and CGT planning is essential.

Responsibilities

  • Advise high-net-worth clients on tax planning and wealth extraction.
  • Collaborate with partners on business development initiatives.

Skills

Client Relationship Management
Technical Grasp of IHT and CGT Planning
Communication Skills
Networking and Business Development

Education

CTA Qualification

Job description

£125,000 plus benefits pathway to partner

An opportunity to play a strategic role in the Private Client Tax team of one of London's fastest growing accountancy firms.

Working with high profile Partners and assisted by an experienced team, you'll undertake ad hoc income and capital taxes planning for an impressive private client base of HNW entrepreneurs, business owners and their families. You'll be their key point of contact and advise on a range of issues from succession-planning and extraction of wealth, to trusts, property and transaction-related work.

The role requires excellent client relationship management skills and a strong technical grasp of IHT and CGT planning. You'll need to be a confident communicator and also enjoy working with colleagues on networking and business development initiatives. You are likely to be an Associate Director or Director seeking a new challenge and the opportunity to really make a difference. Top end Senior Managers with relevant experience, who are looking to step up to Director will also be considered. The CTA qualification is a pre-requisite.

You'll be joining a top-tier firm, offering a supportive environment that values work/life balance. Scope exists to work from home 2-3 days a week and flexible hours can be accommodated.

Our Commitment to Diversity

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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