At a Glance
- Tasks: Lead and develop private client tax services for high net worth individuals.
- Company: Join Menzies, a people-first firm with a collaborative culture.
- Benefits: Enjoy competitive benefits, career development, and flexible working options.
- Other info: Be part of a dynamic team with opportunities for growth and innovation.
- Why this job: Make a real impact while building trusted relationships with inspiring clients.
- Qualifications: CTA qualified with strong advisory expertise and excellent communication skills.
The predicted salary is between 70000 - 90000 £ per year.
Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first‑class team and, to do so, we know that we need a diverse mix of talented people doing their best work. If you’re ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading!
Reporting to Tax Partner, the Director role will be focussed on developing the Private Client services within the office and contributing to the strategic growth of the firm’s private client service line. The successful candidate will provide advisory services to clients and form an integral part of the Advisory Tax leadership team with scope for career progression. Your primary role will be to deliver tax planning and advisory services in relation to high net worth, dynamic private clients and to support the development of the office’s team to support this delivery (these could possibly include: Non Dom & International clients, Family office, Offshore, Inheritance Tax, Trusts and Estate planning). The team delivers a full consultative, planning and compliance service to individuals and their families including optimising all private client tax reliefs during lifetime and on death.
Why Menzies? At Menzies, our culture is our cornerstone. We blend technical excellence with genuine care for our people and clients. With over 1100 colleagues in the UK, we’ve built a culture based on shared values and mutual respect. Here’s why you’ll love working with us:
- People First: Our work‑life balance isn't just talk. From agile working to generous leave, we create space for what matters to you.
- Work with Inspiring Clients: Work directly with a broad portfolio of personal tax clients, including non-doms and non-residents, across a range of industries and backgrounds.
- Collaborate Across Borders: Be part of our HLB International network, working with colleagues worldwide to share knowledge and deliver global tax solutions.
- Innovate with Purpose: We’re always looking for better ways to work—leveraging tech, simplifying complexities, and delivering value.
- Empathy at Our Core: We don’t just serve our clients; we build trusted relationships that last.
Key Responsibilities
- Providing bespoke advice across all areas of personal taxation, helping ultra high net worth and high net worth individuals pay the right amount of tax.
- Assisting Tax Partners and Partners with more complex enquiries and ensuring planning and cross‑selling opportunities are identified and followed up.
- Assisting in generating new work and developing relationships with intermediaries.
- Developing the office’s private client team with a focus on enhancing their advisory and business development skills.
- Leading HMRC enquiry matters.
- Reviewing the wider client base and identifying additional opportunities.
- Maintaining regular communication with all clients and related 3rd parties.
- Displaying excellent communication skills.
- Working in a team with direct responsibility for the mentoring, developing and training of managers & trainees.
- Preparing budgets, completing work within budget and reporting to Partners on good financial management.
Skills, Knowledge & Expertise
- CTA qualified or equivalent.
- High level of technical advisory expertise.
- Self‑starter capable of motivating, driving, and developing the team.
- Able to demonstrate relevant practical experience in Private Client tax planning.
- Ability to communicate effectively at all levels including excellent inter‑personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical points for clients to understand.
- Ability to provide excellent client care.
- Strong relationship building, networking, and business development skills.
- Tax planning and advisory.
- Coaching and People Management.
- Ideally able to demonstrate experience in the following: Private client taxation and planning, Planning for owner managed businesses, Inheritance Tax planning, Trusts and Estate planning.
Job Benefits
- Career Development: From learning opportunities to career coaching, we’ll help you achieve your goals.
- Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave.
- Flexibility That Works for You: Agile working is embedded in our culture.
- Perks That Go Beyond: Volunteering days, wellbeing initiatives, and more—we care about your whole self.
Private Client Tax Director in Lee-on-the-Solent employer: Beever and Struthers
Menzies is an exceptional employer that prioritises a people-first culture, offering a supportive work environment where your contributions truly matter. With a focus on career development and a commitment to work-life balance, employees enjoy competitive benefits including private medical cover and flexible working arrangements. Located in the vibrant Solent area, Menzies provides opportunities to work with inspiring clients and collaborate internationally, making it an ideal place for professionals seeking meaningful and rewarding careers in tax advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Director in Lee-on-the-Solent
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Beever and Struthers, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Director in Lee-on-the-Solent
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Beever and Struthers's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Beever and Struthers. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Beever and Struthers!
How to prepare for a job interview at Beever and Struthers
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Beever and Struthers.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Beever and Struthers. It helps to show our commitment!
