Private Client Tax Director: High Net Worth Advisor

ACCA Careers; Portsmouth; On-site; GBP 90,000 - 150,000; Full time

Benefits offered by this job

Career development

Private medical cover

Pension matching

Enhanced parental leave

Agile working

Job summary

Menzies LLP is seeking a Director to lead the Private Client advisory service and contribute to strategic growth of the office's private client line. You will deliver tax planning and advisory services for high net worth individuals and support the development of the office’s team to deliver this work.

You will work within the Advisory Tax leadership team, with scope for career progression and cross-border client exposure in a national and international network.

Qualifications

• CTA qualified or equivalent.
• High level of technical advisory expertise.
• Self-starter capable of motivating, driving, and developing the team.
• Experience in Private Client tax planning.
• Excellent communication across all levels and clear report writing.
• Strong client care and relationship-building skills.
• Business development and cross-selling capabilities.
• Experience with planning for owner-managed businesses and trusts.

Responsibilities

• Deliver bespoke personal taxation advisory services for ultra high net worth clients.
• Support Tax Partners and senior staff with complex enquiries and cross-selling.
• Develop the private client team and enhance advisory and business development skills.
• Lead HMRC enquiries and manage client relationships with regular communications.
• Mentor and train managers and trainees within the team.
• Prepare budgets and report on financial performance to Partners.

Skills

Private Client Tax

Leadership

Advisory services

Tax planning

Client relations

Team development

Education

CTA qualification

Job description

Menzies LLP is seeking a Director to lead the Private Client advisory service and contribute to strategic growth of the office's private client line. You will deliver tax planning and advisory services for high net worth individuals and support the development of the office’s team to deliver this work.

You will work within the Advisory Tax leadership team, with scope for career progression and cross-border client exposure in a national and international network.