Private Client Tax Director

Azets Insight Oy; Manchester; Hybrid; GBP 45,000 - 75,000; Full time

Job summary

Join a forward-thinking firm as a Director, where you'll lead a dynamic team in providing top-tier tax advisory services. This role offers the opportunity to work closely with industry-leading Partners, manage client relationships, and develop new business strategies. With a focus on advisory, you'll engage with high-net-worth individuals, ensuring comprehensive tax planning and compliance. Enjoy a flexible working environment with numerous benefits designed to support your professional growth and work-life balance. This is your chance to make a significant impact in a leading accountancy firm.

Benefits

Hybrid & Flexible Working

Birthday Leave

Professional Subscription

Qualifications

• CTA qualified with strong knowledge of IHT and trusts.
• Experience with HNW individuals and tax legislation.

Responsibilities

• Manage client relationships and oversee a team of advisers.
• Deliver tax planning projects and support Tax Partners.

Skills

Tax Advisory

Client Relationship Management

Team Leadership

Research in Tax Legislation

Business Development

Education

CTA Qualification

STEP Qualification

Job description

Are you looking for that clear pathway to becoming a Partner?; Are you interested in working for a rapidly evolving company?; Ready to become a leader in your specialist field?

Who are Azets

Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have a wide network of employees and an abundance of inspiring opportunities to join one of our many offices!

We are a top ten accountancy firm in the UK and are the number one largest SME practice.

The Opportunity

Working closely with industry-leading Partners, the Director will perform an advisory-focused, client-facing role. In addition to undertaking personal tax planning projects, they will oversee a team of experienced advisers, manage client relationships and play a role in developing new business.

Focusing on advisory - demonstrating the ability to fact find with clients, to deliver reports and ensure recommendations are included as well as step plans for implementation.

• Identify tax sensitive expenditure and wider tax issues
• Support the Tax Partners closely to deliver tax advisory services
• Manage the private client tax team by hearing the voice of your team members, conduct appraisals, provide coaching of assignments to support the development of team skills
• Establish strong working relationships with your own portfolio of clients through assignments and regular contact, including attending client meetings
• Monitor your own utilisation, productivity and WIP
• Confident providing guidance and feedback to others in the team

What are we looking for?

• CTA equivalent qualified, STEP qualified would be an advantage to take on IHT and CGT advisory work.
• Experience of dealing with HNW individuals, IHT and trusts and estates.
• Strong technical knowledge and the ability to carry out research into complex areas of tax legislation, particularly in respect of IHT and trusts.
• Ability to seek new business opportunities

What's in it for you?

Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK