Senior Personal Tax Director: Lead Growth & Strategy

Insite Finance; Cardiff; On-site; GBP 100,000 - 120,000; Full time

Benefits offered by this job

Significant autonomy

Direct influence over future growth

Established and profitable portfolio

Investment behind continued expansion

Job summary

Insite Finance in Cardiff is seeking a Senior Personal Tax Director to join its leadership team during an exciting phase of growth. You will oversee key owner-managed clients and lead advisory and planning assignments, while driving opportunities across the firm’s client base.

You will provide senior input on personal and corporate tax, shape the tax offering, and mentor Managers and Senior Managers to build a robust and high-performing team in a face-to-face, client-facing environment.

Qualifications

• CTA, ACA or ACCA qualification would be expected in most cases.
• Experience operating at Senior Manager, Associate Director or Director level.
• Strong track record within UK accountancy practice.

Responsibilities

• Leading significant relationships with business owners, entrepreneurs and private clients.
• Providing senior input across personal and corporate tax matters.
• Leading complex advisory and planning assignments.
• Developing opportunities across the firm's established client base.
• Building referral relationships and generating new fee income.
• Working alongside the existing leadership team on growth strategy.
• Supporting and developing Managers and Senior Managers.
• Improving workflow and creating greater capacity across the tax team.
• Remaining personally involved with key clients.
• Helping shape the future direction of the tax offering.

Education

CTA, ACA or ACCA qualification

Job description

Insite Finance in Cardiff is seeking a Senior Personal Tax Director to join its leadership team during an exciting phase of growth. You will oversee key owner-managed clients and lead advisory and planning assignments, while driving opportunities across the firm’s client base.

You will provide senior input on personal and corporate tax, shape the tax offering, and mentor Managers and Senior Managers to build a robust and high-performing team in a face-to-face, client-facing environment.