Our ClientOur client is a highly respected and long-established accountancy and advisory firm in the South West, with a strong regional presence and a national network behind them. They combine deep technical expertise with a people-first culture, offering flexibility, autonomy and long-term career opportunity.With a genuine commitment to worklife balance, professional growth and using business as a force for good, this is a firm where experienced professionals are trusted, supported and encouraged to make an impact.The RoleThis is a senior leadership opportunity for an experiencedPrivate Client Tax specialistto play a pivotal role within a well-established and growing Private Client team.Youll lead the delivery of high-quality tax advisory and compliance services to a portfolio of high net worth and ultra-high net worth individuals, families and trusts. Alongside this, youll contribute to business development, mentor colleagues and help shape the future direction of the private client offering.The role offershybrid working and flexibility, with scope to balance client, leadership and strategic responsibilities in a sustainable way.Key ResponsibilitiesClient & Advisory LeadershipManaging and advising a portfolio of high net worth clients on all aspects of personal tax and wealth planningLeading complex and ad-hoc advisory projects across areas such as IHT, CGT, trusts, residence and domicileEnsuring timely, accurate delivery of personal, trust and related tax returnsKeeping ahead of UK tax legislation and proactively identifying advisory opportunities for clientsBusiness DevelopmentIdentifying opportunities to expand client relationships and introduce additional servicesSupporting partners with new client engagement and contributing to marketing and profile-raising activityBuilding and maintaining a strong professional networkPeople & Team LeadershipCoaching, mentoring and supporting members of the Private Client teamReviewing work, resolving technical queries and maintaining high quality standardsWorking closely with fellow tax leaders to ensure joined-up leadership across the tax functionAbout YouYoull be an experienced private client tax professional with strong technical credibility and a commercial, client-focused mindset.You are likely to bring:Extensive experience advising high net worth individuals and familiesDeep technical knowledge across areas such as IHT, trusts, CGT, family investment companies, residence and domicileExperience of wealth planning, intergenerational planning and complex private structuresExposure to international personal tax issues and offshore structuresA proven track record of winning and developing work within the private client spaceA collaborative leadership style, with a genuine interest in developing othersWhats on OfferHighly competitive senior-level salary with regular benchmarking and reviewChoice of hours from 22 hrs/wk up to full timeHybrid and flexible working arrangementsPrivate medical insurance, health cash plan and wellbeing supportEnhanced maternity and paternity payPension and life assuranceOption to buy additional annual leavePaid volunteer leave and community initiativesCycle to work scheme and flexible benefits platformA supportive, inclusive culture where your voice is heardCall to ActionIf youre a Private Client Tax leader looking for a role that combines technical challenge, client impact and flexibility within a firm that genuinely values its people wed love to hear from you.JBRP1_UKTJ
Job Title
Tax Director (Private Client)