Senior Private Client Tax Director - Wealth Planning Lead

Sumer Group; Swindon; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading advisory services firm in Swindon is seeking an experienced Senior Private Client Tax Director to lead tax consultancy for high net worth clients. In this role, you will manage a diverse portfolio, oversee compliance, and mentor junior staff. The ideal candidate will have extensive private tax expertise and a strong track record in client management. This position offers a competitive salary and excellent benefits, including flexible working arrangements.

Benefits

Flexible working arrangements

Excellent benefits

Qualifications

• Extensive private tax expertise required.
• Strong track record in client management essential.
• Experience in leading a diverse portfolio preferred.

Responsibilities

• Lead tax consultancy for high net worth clients.
• Manage and oversee compliance.
• Mentor junior staff in the team.

Skills

Tax consultancy for high net worth clients

Client management

Mentoring junior staff

Compliance oversight

Job description

A leading advisory services firm in Swindon is seeking an experienced Senior Private Client Tax Director to lead tax consultancy for high net worth clients. In this role, you will manage a diverse portfolio, oversee compliance, and mentor junior staff. The ideal candidate will have extensive private tax expertise and a strong track record in client management. This position offers a competitive salary and excellent benefits, including flexible working arrangements.