Private Client Tax Director — Lead Growth & HNW Advisory

PRO TAX; Reading; On-site; GBP 120,000 - 180,000; Full time

Job summary

PRO TAX in Reading is seeking an ambitious Private Client Tax Director to lead a growing practice and shape its future. You will advise HNW/UHNW individuals and families on a broad range of private client tax matters, and you’ll drive complex IHT, CGT and estate planning engagements.

As a leader, you’ll build trusted relationships, win new work, and develop a high-performing team while collaborating with Partners to shape the offering.

Qualifications

• No formal qualifications listed in the posting.

Responsibilities

• Advising HNW and UHNW individuals, families, entrepreneurs and business owners on a broad range of private client tax matters.
• Leading complex IHT, CGT, income tax, trust, succession and estate planning engagements.
• Building trusted, long-term relationships with clients and becoming a key adviser to them and their families.
• Identifying opportunities to grow existing client relationships and win new work.
• Developing your own network and market profile to generate new opportunities and referrals.
• Working closely with Partners to shape and grow the Private Client Tax offering.
• Coaching, mentoring and developing the next generation of private client tax professionals.
• Helping to build a strong, commercially focused team and culture.
• Bringing new ideas to the practice and identifying opportunities in the market that others may be missing.

Job description

PRO TAX in Reading is seeking an ambitious Private Client Tax Director to lead a growing practice and shape its future. You will advise HNW/UHNW individuals and families on a broad range of private client tax matters, and you’ll drive complex IHT, CGT and estate planning engagements.

As a leader, you’ll build trusted relationships, win new work, and develop a high-performing team while collaborating with Partners to shape the offering.