Private Client Tax Director / Partner

Armstrong Watson LLP; Glasgow; On-site; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Salary Sacrifice Employer Contribution Pension Scheme

Competitive Annual Leave entitlement

Smart Working Policy

Health Shield Cash Plan

Employee Assistance Programme

Paid flu jabs and eye tests

Introductory Commission Scheme

Employee Referral Scheme

Investment towards Continuous Professional Development

Paid professional membership fees

Job summary

Armstrong Watson LLP in Glasgow is seeking a Private Client Tax Director / Partner to lead client relationships and manage a diverse portfolio. The successful candidate will provide exceptional service while overseeing project scopes and delivering on client expectations.

Ideal candidates should be CTA qualified and recognized as thought leaders in their field. The role offers a competitive salary and a wide range of benefits, including pension contributions, health support, and opportunities for professional development.

Qualifications

• Proven experience as a Tax Relationship Partner for existing clients.
• Ability to monitor work progress and maintain client communication.
• Strong leadership and organizational skills.

Responsibilities

• Act as Tax Relationship Partner for a portfolio of clients.
• Deliver and prioritize client work effectively.
• Monitor work progress and ensure communication with stakeholders.
• Conduct business development activities as required.

Skills

Tax Relationship Partner

Client work prioritization

Business development

Communication with clients

Education

CTA qualified or equivalent

Job description

Private Client Tax Director / Partner

Department: Tax

Employment Type: Full Time

Location: Glasgow

The Role

Our Tax Consultancy Service Line is growing rapidly and we have a fantastic opportunity for a Private Client Tax Director / Partner to join our team in Glasgow.

This role will involve working alongside the existing team on a variety of projects that aspire to provide the best service to our clients.

The main elements of this role will include:

• Acting as the Tax Relationship Partner for a portfolio of existing clients
• Delivering and prioritising all relevant client work and ensuring effective workflow for your team
• Overseeing and ensuring establishment of scope and budget for each piece of work in place
• Ensuring full agreement of client work to be undertaken is in place and communicating and agreeing likely fees prior to commencement to maximise fee recovery
• Monitoring work progress and ensuring appropriate levels of communication with all clients and internal stakeholders is carried out throughout each piece of work
• Ensuring closure discussions are held with clients and using the opportunity to seek further referrals
• Ensuring full implementation of all client work in line with agreed budget and adhering to Armstrong Watson's procedures
• Adhering to the Tax Consultancy Service Line Standards and Risk Procedures at all times
• Undertaking individual business development activities as appropriate to ensure delivery of individual and team fee targets

The Candidate

To fulfil the responsibilities of the position, we would like candidates to be / have:

• CTA qualified or hold an equivalent qualification
• Seen as a thought leader in their area of expertise to the external marketplace
• A Full UK Driving Licence

The Benefits

In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:

• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Smart Working Policy, giving you the ability to balance home and remote working
• Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
• Employee Assistance Programme (24/7 confidential support for wellbeing and health)
• Paid flu jabs and eye tests
• Introductory Commission Scheme (financial reward if you refer a new client)
• Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
• Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
• Paid professional membership fees