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- Tasks: Manage a portfolio of Private Client Tax clients and mentor your team.
- Company: Join a leading regional firm of Accountants in Essex with a strong reputation.
- Benefits: Enjoy a clear path to Partner and opportunities for professional growth.
- Why this job: Be part of a well-regarded service line and expand your network.
- Qualifications: CTA Qualification and experience with HNWI clients required.
- Other info: Rutherford Briant values diversity and encourages all backgrounds to apply.
The predicted salary is between 43200 - 72000 £ per year.
Rutherford Briant are recruiting for a Tax Director for a leading regional firm of Accountants in Essex. This regional firm based across East Anglia are hiring for a Private Client Tax Director, and they are open to a sideways step in order to get the ability to progress to Partner, or as a potential first step at Director grade. The hire is a newly created position with the view of expanding this firm\\\’s private client offering.
The Private Client Tax service line is incredibly well regarded for the firm, and lots of their clients use multiple areas of the business, which should allow for a great opportunity to build your internal and external network which is vital to making that Partner step.
Responsibilities
- Manage a portfolio of Private Client Tax clients, across the HNWIs, OMB and Trusts space within the UK
- Own the budgeting and planning for the clients in your portfolio
- Provide technical guidance to the members of the team, being a clear mentor to the team
- Assist the current Partners with the service line strategic planning and decisions
- Work with the business, and Partners to identify opportunities for service line development, and attend new business meetings
Requirements
- CTA Qualification
- Strong knowledge of technical areas of UK Personal taxes
- Experience working with, and advising, HNWI and UNHWI clients
- Ability to train and develop junior members of the team
- Networking skills and an ability to convert leads
If you are an experienced professional within the Private Client Tax space, and looking for a role at Director grade, with a clear route to Partner – apply now, or get in touch to find out more information!
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
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Contact Detail:
Rutherford Briant Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director
✨Tip Number 1
Network actively within the accounting and tax community. Attend industry events, seminars, and workshops to meet potential colleagues and clients. Building relationships can help you get noticed and may lead to referrals.
✨Tip Number 2
Showcase your expertise in UK personal taxes by engaging in discussions on relevant online forums or social media platforms. Sharing insights and advice can position you as a thought leader in the field, making you more attractive to employers.
✨Tip Number 3
Consider reaching out to current employees at the firm to learn more about their culture and expectations. This insider knowledge can help you tailor your approach and demonstrate your genuine interest in the role during interviews.
✨Tip Number 4
Prepare to discuss your experience with HNWIs and UNHWI clients in detail. Be ready to provide examples of how you've successfully managed client portfolios and contributed to service line development, as this will be crucial for the Private Client Tax Director role.
We think you need these skills to ace Private Client Director
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Private Client Tax Director position. Tailor your application to highlight your relevant experience in managing private client tax portfolios and advising HNWIs.
Highlight Your Qualifications: Emphasise your CTA qualification and any other relevant certifications. Clearly outline your technical knowledge of UK personal taxes and how it aligns with the firm's needs.
Showcase Your Networking Skills: Since networking is crucial for this role, include examples of how you've successfully built relationships in previous positions. Mention any specific instances where you've converted leads into clients.
Craft a Compelling Cover Letter: Write a tailored cover letter that not only summarises your CV but also expresses your enthusiasm for the role and the firm. Discuss your vision for expanding the private client offering and how you can contribute to the firm's strategic planning.
How to prepare for a job interview at Rutherford Briant
✨Showcase Your Technical Knowledge
As a Private Client Tax Director, you'll need to demonstrate a strong understanding of UK personal taxes. Be prepared to discuss specific tax scenarios and how you've successfully navigated complex tax issues in the past.
✨Highlight Your Mentoring Experience
Since mentoring junior team members is a key responsibility, share examples of how you've trained or developed others in your previous roles. This will show your leadership potential and commitment to team growth.
✨Network Like a Pro
Networking skills are crucial for this role. Prepare to discuss how you've built relationships with clients and converted leads into business opportunities. Consider sharing specific success stories that highlight your networking abilities.
✨Align with the Firm's Vision
Research Rutherford Briant and understand their values around equity, diversity, and inclusion. Be ready to articulate how your personal values align with theirs and how you can contribute to their strategic planning and service line development.
