Private Client Tax Director

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Private Client Tax Director Position

Meraki Talent is collaborating with one of the UK's largest Chartered Accountants on the role of Private Client Tax Director.

Role Overview:

As the Private Client Tax Director, you will be responsible for providing high-quality tax advice to clients, including high-net-worth individuals, entrepreneurs, and business owners.

The Company

Our client is a prominent name in the UK Accountancy market, employing over [number] people across several offices. They are known for delivering high-quality work and fostering long-lasting client relationships.

The firm offers services in traditional disciplines such as Audit, Business Services/Advisory, Corporate Finance, Payroll, and Tax. The Tax department has experienced significant growth recently, especially in the Private Client Tax portfolio.

The Role

You will lead a diverse team of tax professionals, including Assistants, Assistant Managers, Managers, and Senior Managers. As Director, you will manage the management team to ensure excellent client service and support the professional growth of junior team members.

Responsibilities

1. Manage and lead a team delivering private client tax advice and compliance services.
2. Develop strong client relationships and identify opportunities for additional services.
3. Provide technical advice on income tax, capital gains tax, inheritance tax, and trusts.
4. Manage tax risks within the private client portfolio.
5. Stay updated on tax legislation changes and communicate their impact.
6. Participate in business development activities, including attending events and client presentations.

Experience & Qualifications

• Tax professional at Manager grade or above.
• CTA/ATT or CA qualified.
• Strong leadership and team management skills.
• Experience in business development and client relationship management.
• Proven expertise in private client tax advice and compliance.
• Deep knowledge of UK taxation relevant to private clients.
• Excellent communication and interpersonal skills.

What We Offer

The firm offers a competitive salary and comprehensive benefits, providing an excellent opportunity for motivated individuals aiming for partnership, especially given the firm's recent growth.

Benefits

• Employer pension contributions.
• 35 days holiday plus options to purchase additional days.
• Private Medical Insurance.
• Life Assurance (4x salary).
• Enhanced sick pay based on service.
• Employee Assistance Programme.
• Cycle to work scheme, retail discounts, and personal loans.