Senior Private Client Tax Director — High-Impact Advisory

Vaisto Recruitment Ltd; Altrincham; On-site; GBP 65,000 - 100,000; Full time

Job summary

Vaisto Recruitment Ltd in Altrincham is seeking a Private Client Tax Senior Manager or Director to lead high-net-worth advisory work within a specialist tax consultancy. The role centers on complex private client matters and developing key client relationships, with no requirement to bring a portfolio.

You will work with Partners and senior tax specialists on inheritance tax, trusts and estate planning, while mentoring juniors pursuing CTA/ACA qualifications.

Qualifications

• CTA qualification required and extensive private client tax advisory experience.
• Experience operating at Senior Manager, Director or Partner level.
• Strong technical knowledge across a broad range of private client tax matters.
• Ability to manage complex advisory assignments and maintain excellent client relationships.
• Self-motivated, organised approach with an interest in supporting the development of less experienced colleagues.

Responsibilities

• Lead complex private client tax advisory assignments for high-net-worth individuals, business owners and families.
• Advise on inheritance tax, capital gains tax, trusts, estate planning and wider personal tax matters.
• Manage advisory projects from initial client discussions through to delivery with high technical standards.
• Develop and maintain strong client relationships, acting as a trusted adviser.
• Research technical tax issues and prepare detailed reports and recommendations.
• Collaborate with colleagues across the national group, including other tax advisory specialists.
• Support the technical development of junior colleagues pursuing CTA and ACA qualifications.

Skills

Private client tax advisory

Client relationship management

Leadership / senior level engagement

Research and reporting

Mentoring junior colleagues

Education

CTA qualification

ACA/CTA qualifications

Job description

Vaisto Recruitment Ltd in Altrincham is seeking a Private Client Tax Senior Manager or Director to lead high-net-worth advisory work within a specialist tax consultancy. The role centers on complex private client matters and developing key client relationships, with no requirement to bring a portfolio.

You will work with Partners and senior tax specialists on inheritance tax, trusts and estate planning, while mentoring juniors pursuing CTA/ACA qualifications.