Personal Tax Director

Opportunity in a Top 20 firm.

This firm seeks an experienced professional to lead the Private Client Tax team in the South Coast region. The role involves overseeing the delivery of top-tier private client tax advisory and compliance services.

Key responsibilities include supporting strategic planning, budgeting, and performance monitoring. The successful candidate will cultivate and maintain strong relationships with both existing and prospective clients, delivering exceptional service and identifying opportunities to enhance support.

Collaboration with other service lines is essential for effectively targeting and securing high-net-worth individuals and large privately-owned businesses. The role also involves active participation in business development, including attending and presenting at local South Coast events, writing thought leadership content, and managing the onboarding process for new clients.

Building a network of intermediaries and referrals to attract new clients is a crucial aspect of this position. The candidate will manage tax risks within the private client portfolio, ensuring adherence to all necessary quality and risk procedures. Additionally, the role includes supporting national private client tax teams on complex issues, monitoring changes in tax legislation, and communicating their impact to clients and colleagues.

Leadership responsibilities include driving learning and development initiatives within the Poole tax team, mentoring, and overseeing work delegation. Compliance with internal and external regulatory requirements is mandatory.

Required Skills and Qualifications:

• Relevant professional qualification (CTA or equivalent)
• Proven track record in building strong internal and external relationships
• Broad and deep technical tax knowledge
• High accuracy and attention to detail
• Creative thinking and the ability to develop new initiatives
• Effective communication and influencing skills
• Experience in mentoring and supporting team development
• Strong project ownership and delegation skills
• Experience managing client financials and adapting advisory approaches
• Familiarity with personal tax on CCH Central is advantageous