Tax Director - Personal Tax

The Portfolio Group; Cambridge; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A reputable tax advisory firm in Truro is seeking a Tax Director to lead a Trust Tax team. This role involves managing a portfolio of high-net-worth clients, providing expert tax solutions, and mentoring a team of advisors. The ideal candidate will have significant trust tax experience and strong leadership skills, and will engage confidently with ultra-high-net-worth clients while contributing to the firm’s growth.

Benefits

Competitive salary and benefits package

Pension scheme

Private medical insurance

Career development opportunities

Qualifications

• Significant experience in a senior trust tax role.
• Able to engage confidently with ultra-high-net-worth clients and senior stakeholders.
• Organised, commercially minded, and driven to achieve results.

Responsibilities

• Manage a diverse portfolio of trust and high-net-worth clients.
• Review and sign off trust accounts and technical tax advice.
• Lead, mentor, and develop a high-performing team of advisors.

Skills

Leadership

Client relationship management

Tax planning

Problem-solving

Education

ATT or CTA qualified

STEP qualification (desirable)

Job description

Tax Director - Personal Tax

Hybrid: 2 - 3 days on site
Based in Truro
Excellent salary + benefits package

Are you an experienced tax professional with a strong background in trusts, inheritance tax planning, and private client work? We're looking for a director to lead a Trust Tax team, delivering exceptional service to a varied and high-profile client base.

This is a senior leadership role where your technical expertise, strategic insight, and client relationship skills will make a real impact. You'll work with high-net-worth individuals, families, and trustees, providing tailored tax solutions and guidance on complex trust structures and succession strategies.

Key responsibilities

• Manage a diverse portfolio of trust and high-net-worth clients, ensuring high-quality compliance and advisory services.
• Review and sign off trust accounts and technical tax advice.
• Advise on inheritance tax, trust structuring, and succession planning.
• Lead, mentor, and develop a high-performing team of advisors.
• Build strong relationships with trustees, beneficiaries, and professional intermediaries.
• Support business growth through client development and marketing initiatives.
• Collaborate across the firm to identify opportunities and mitigate risk.
• Contribute to the strategic direction and operations of the trust business.

About you

• Significant experience in a senior trust tax role.
• ATT or CTA qualified (STEP qualification desirable).
• Strong leadership and people management skills.
• Able to engage confidently with ultra-high-net-worth clients and senior stakeholders.
• Organised, commercially minded, and driven to achieve results.
• Skilled problem-solver with a proactive approach.

Why join?

You'll be joining a well-established, forward-thinking firm with an excellent reputation and a culture that values flexibility, collaboration, and professional growth. Our client invest in their people, offering the resources and opportunities to help you develop your career while maintaining a healthy work-life balance.

What's on offer

• Competitive salary and benefits package.
• Pension scheme, life assurance, and income protection.
• Private medical insurance and health cash plan.
• Option to purchase extra holiday.
• Cycle to work scheme and electric vehicle lease scheme.
• Discounts on shopping, gyms, and lifestyle services.
• Volunteering day to support local causes.
• Career development opportunities, including support for further qualifications.

If you're ready to take the lead in a thriving trust tax practice and work with a team that values your expertise, we'd love to hear from you.

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