Tax Director: Lead Growth & Client Strategy

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

Benefits offered by this job

Significant autonomy

Profitable portfolio

Growth opportunities

Expansion investment

Clear progression

Job summary

Insite Finance in Cardiff is seeking a Tax Director to join its senior leadership during a period of investment and growth. The role combines technical judgement with client leadership to expand a strong, privately owned client base.

The Tax Director will lead relationships with business owners and private clients, oversee personal and corporate tax matters, and drive complex advisory projects. ACA/CTA/ACCA qualification and senior leadership experience are expected.

Qualifications

• The Tax Director will need a strong track record within UK accountancy practice and breadth to advise across owner-managed businesses and their shareholders.
• CTA, ACA or ACCA qualification would be expected, alongside experience operating at Senior Manager, Associate Director or Director level.

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 leadership team on growth strategy
• Supporting and developing Managers and Senior Managers
• Improving workflow and capacity across the tax team
• Remaining personally involved with key clients
• Helping shape the future direction of the tax offering

Job description

Insite Finance in Cardiff is seeking a Tax Director to join its senior leadership during a period of investment and growth. The role combines technical judgement with client leadership to expand a strong, privately owned client base.

The Tax Director will lead relationships with business owners and private clients, oversee personal and corporate tax matters, and drive complex advisory projects. ACA/CTA/ACCA qualification and senior leadership experience are expected.