Private Client Tax Director

Streets LLP; Lincoln; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Manager/Director to lead their Private Client Tax practice. This strategic role involves managing high-net-worth client relationships, providing expert tax advice, and driving business growth. The ideal candidate will possess extensive experience in private client tax, exceptional leadership skills, and a strong understanding of UK taxation. You will have the opportunity to shape the future of the practice while working in a collaborative environment that values professional development and innovation. If you are passionate about delivering outstanding client service and leading a talented team, this is the perfect opportunity for you.

Benefits

High-Profile Client Exposure

Collaborative Work Environment

Professional Development Opportunities

Qualifications

• Extensive experience in private client tax advisory for HNWIs and UHNWIs.
• Proven track record in managing high-performing teams and client relationships.
• Deep technical knowledge of UK personal taxation and trusts.

Responsibilities

• Lead the private client tax function and contribute to strategic growth.
• Provide high-level tax advice on complex issues including inheritance tax.
• Mentor team members and foster a culture of collaboration and innovation.

Skills

Private Client Tax Advisory

Client Relationship Management

Leadership and Team Development

Strategic Vision

Technical Knowledge of UK Taxation

Communication Skills

Project Management

Education

CTA/STEP Qualification

Job description

Private Client Tax Senior Manager / Director

Role Overview

We are seeking a highly experienced and motivated Senior Manager/Director to play an integral role in helping to shape our growing Private Client Tax practice. This senior leadership role offers the opportunity to take ownership of strategic client relationships, lead complex advisory projects, and drive the growth of the firm’s private client offering. You will work directly with partners and other senior leaders to design and implement strategies that enhance client value, grow the practice, and develop the next generation of talent within the team.

Key Responsibilities

• Strategic Leadership: Support the leadership of the private client tax function, contributing to the overall direction and growth strategy of the department.
• Advisory Excellence: Provide strategic, high-level tax advice to high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), entrepreneurs, family offices, and trustees on complex issues, including:

• Residence and domicile matters.

• Inheritance tax (IHT) planning and wealth preservation strategies.

• Trust creation, structuring, and management.

• Succession planning for business and personal assets.

• Tax-efficient investments and international tax planning.
  
  

• Business and Market Development: Collaborate with partners to drive business growth by identifying and pursuing opportunities to win new private client work. This includes preparing and delivering pitches, attending networking events, building relationships with potential clients and intermediaries, and developing innovative service offerings.
• Client Relationship Management: Act as a trusted advisor to key clients, developing and maintaining long-term relationships and identifying new opportunities for value-added services.
• Team Leadership and Development: Mentor, coach, and develop team members at all levels, ensuring technical excellence and fostering a culture of collaboration and innovation.
• Thought Leadership: Stay ahead of legislative and regulatory changes, offering clients proactive advice and contributing to the firm’s thought leadership through publications, seminars, and events.

What We Are Looking For:

• Extensive Private Client Tax Expertise: Significant experience in private client tax advisory, particularly with HNWIs, UHNWIs, trusts, and estate planning.
• Proven Leadership Skills: A track record of managing and developing high-performing teams, with the ability to inspire, mentor, and lead by example.
• Exceptional Client Relationship Management: The ability to build and maintain trusted, long-term client relationships and deliver outstanding service.
• Strategic Vision: Strong commercial acumen and the ability to contribute to the strategic growth of the business, identifying market opportunities and driving innovation.
• Technical Excellence: Deep technical knowledge of UK personal taxation, international tax matters, trusts, and succession planning, with the ability to deliver complex advice clearly and confidently.
• Professional Qualifications: CTA/STEP-qualified or equivalent, with extensive post-qualification experience in private client tax.
• Strong Communication Skills: Excellent interpersonal and presentation skills, capable of engaging clients, colleagues, and external stakeholders.
• Proactive and Organized: Exceptional organizational and project management skills, with the ability to manage competing priorities effectively.

What We Offer:

• Strategic Leadership Role: An opportunity to help shape the firms private client tax offering, with a direct impact on the department’s growth and success.
• High-Profile Client Base: Exposure to a diverse client portfolio, including HNWIs, UHNWIs, family offices, and entrepreneurs.
• Collaborative Culture: A supportive and forward-thinking work environment that values innovation, teamwork, and professional development.