Private Client Tax Director
Posted on :
16-05-2024
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1 Vacancy
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Job Description
Our client a leading firm of chartered accountants based in Reading is renowned for delivering highquality accounting and tax services to a diverse portfolio of clients. The firm prides itself on its professional excellence innovative solutions and commitment to client satisfaction. They are currently seeking an experienced and dynamic Private Client Tax Director to join their thriving team.
As a Private Client Tax Director you will play a pivotal role in managing and developing the firms private client tax services. This is a senior leadership position with a route to Partnership where you will oversee a dedicated team manage key client relationships and provide strategic tax planning and advisory services. Your expertise will contribute to the firms growth and reputation in the marketplace.
Key Responsibilities:
Client Management and Advisory:
- Serve as the primary point of contact for a portfolio of highnetworth individuals families and trusts.
- Provide comprehensive tax planning compliance and advisory services tailored to each clients unique circumstances.
- Develop and implement innovative tax strategies to optimize clients tax positions.
- Serve as the primary point of contact for a portfolio of highnetworth individuals families and trusts.
Team Leadership and Development:
- Lead mentor and develop a team of tax professionals fostering a collaborative and highperforming work environment.
- Conduct regular performance reviews and support continuous professional development within the team.
- Lead mentor and develop a team of tax professionals fostering a collaborative and highperforming work environment.
Business Development:
- Identify and pursue new business opportunities leveraging existing networks and developing new relationships.
- Participate in marketing and networking activities to promote the firm s private client tax services.
- Identify and pursue new business opportunities leveraging existing networks and developing new relationships.
Technical Excellence and Compliance:
- Stay abreast of the latest tax legislation regulations and industry trends to ensure the firms services are compliant and cuttingedge.
- Provide technical guidance and support to the team on complex tax issues.
- Stay abreast of the latest tax legislation regulations and industry trends to ensure the firms services are compliant and cuttingedge.
Strategic Contribution:
- Contribute to the firms strategic planning and business development initiatives.
- Collaborate with other directors and partners to achieve the firms overall objectives.
- Contribute to the firms strategic planning and business development initiatives.
Requirements
- ACA/ACCA/CTA qualified or equivalent.
- Extensive experience in private client tax within a professional services environment.
- Proven track record in managing a portfolio of private clients including highnetworth individuals and trusts.
- Strong leadership and team management skills.
- Excellent communication and interpersonal skills with the ability to build and maintain client relationships.
- Indepth knowledge of UK tax legislation and experience in providing tax planning and advisory services.
- Demonstrated business development and networking abilities.
- Strategic thinker with a proactive and solutionoriented approach.
- High level of professionalism and integrity.
- Strong attention to detail and organizational skills.
Benefits
- Salary circaper annum. Negotiable.
- Route to partnership on offer.
- Comprehensive benefits package including pension healthcare and professional development support.
- Opportunity to work with a leading firm and a diverse range of highprofile clients.
- Collaborative and supportive work environment.
Please contact Joe Potter on(tel)(mob) or via LinkedIn for a confidential conversation.
Refer a friend...
We re keen to remain the leading provider of the best accountancy talent in the SouthEast. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We re looking to work with the best accountancy practice and tax staff in the SouthEast so if your friends family or colleagues are considering a new opportunity and can demonstrate relevant experience wed love to speak to them.
For every candidate you refer and we subsequently place into a permanent position we will give you up to 500 of Love2Shop vouchers. (Terms & Conditions apply).
ACA/ACCA/CTA qualified or equivalent. Extensive experience in private client tax within a professional services environment. Proven track record in managing a portfolio of private clients, including high-net-worth individuals and trusts. Strong leadership and team management skills. Excellent communication and interpersonal skills, with the ability to build and maintain client relationships. In-depth knowledge of UK tax legislation and experience in providing tax planning and advisory services. Demonstrated business development and networking abilities. Strategic thinker with a proactive and solution-oriented approach. High level of professionalism and integrity. Strong attention to detail and organizational skills.
Employment Type
Full Time
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