Private Client Tax Director: Lead Wealth Portfolio

Clear IT Recruitment; Greater London; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading tax and advisory firm in Greater London is seeking a Private Client Tax Director to manage client portfolios and provide tax advice. This role involves working closely with partners and opportunities for client ownership and business development. Ideal candidates will be CTA/ACA/ACCA qualified or equivalent with extensive tax compliance knowledge. Benefits include hybrid working options, generous annual leave, and private medical insurance.

Benefits

Hybrid/ flexible working options

25 days annual leave + bank

Social events

Private Medical and Health Insurance

Pension

Qualifications

• Proven experience managing private client portfolios in a professional services setting.
• Strong knowledge of personal tax compliance and advisory work.
• Relevant practice experience.

Responsibilities

• Provide advice to clients on tax affairs.
• Manage day-to-day aspects of client portfolio.
• Opportunity for client ownership and business development.

Skills

Personal tax compliance

Client portfolio management

Business development

Education

CTA/ACA/ACCA qualified or equivalent

Job description

A leading tax and advisory firm in Greater London is seeking a Private Client Tax Director to manage client portfolios and provide tax advice. This role involves working closely with partners and opportunities for client ownership and business development. Ideal candidates will be CTA/ACA/ACCA qualified or equivalent with extensive tax compliance knowledge. Benefits include hybrid working options, generous annual leave, and private medical insurance.