Private Client Tax Director

Opportunity in a Top 10 firm.

This firm seeks a Private Client Tax Director to lead a team of seasoned professionals in providing high-level consultancy services to our prestigious clientele. The successful candidate will collaborate with esteemed Partners to deliver sophisticated personal tax planning solutions.

The role demands a strategic approach to client relationship management and business development. The ideal candidate possesses a Chartered Tax Adviser qualification, with additional STEP certification being highly advantageous for handling Inheritance Tax and Capital Gains Tax advisory work.

The Director will be responsible for conducting thorough client consultations, producing comprehensive reports, and formulating actionable recommendations complete with implementation roadmaps. A proven track record of advising High Net Worth individuals on complex tax matters, particularly in the realms of Inheritance Tax, trusts, and estates, is essential.

The firm values exceptional technical acumen and the ability to navigate intricate tax legislation. The successful applicant will demonstrate proficiency in conducting in-depth research on complex tax issues, with a particular emphasis on Inheritance Tax and trust-related matters.

This position is suitable for an accomplished Senior Manager ready to advance to Director level, or an established Director seeking a new challenge. The ability to identify and capitalise on new business opportunities is crucial for success in this role.