At a Glance
- Tasks: Lead strategic tax planning and wealth preservation for a multi-generational family office.
- Company: Prestigious family office with a focus on discreet and strategic financial management.
- Benefits: Competitive salary, family healthcare, pension scheme, and generous holiday allowance.
- Other info: Join a dynamic team and navigate international tax laws in a confidential environment.
- Why this job: Make a significant impact by advising on complex tax strategies and preserving family wealth.
- Qualifications: ACA and CTA qualified with 10+ years of private client tax experience.
Private Client Tax Director / Personal Tax Director – Family Office (£200-250k salary + bens)
Role Overview
We are seeking a highly strategic and discrete Private Client Tax Director to manage the tax function for a multi-generational family office.
You will be responsible for designing and executing comprehensive tax, estate, and wealth transfer strategies and be able to seamlessly navigate complex, multi-jurisdictional tax laws and act as a trusted advisor to the wider family.
Key Responsibilities
- Strategic Tax Planning & Wealth Preservation
- Develop and implement advanced tax planning strategies to optimise capital gains, inheritance, and wealth transfer taxes.
- Advise the family on fund related investments and remuneration structures such as carried interest.
- Design tax-efficient structures for new investments, real estate acquisitions, and business divestitures.
- Coordinate global tax planning to manage the family's international footprint and residency status.
- Collaborate closely with legal counsel and trustees to facilitate estate, trust, and foundation structures.
- Tax Compliance & Reporting
- Oversee the accurate and timely preparation of all corporate, partnership, trust, and individual tax returns across multiple jurisdictions.
- Ensure consolidated tax reporting and proper management of estimated payments and withholding taxes.
- Coordinate with external tax advisors and local finance teams to ensure compliance with changing global regulatory frameworks.
- Manage all tax authority audits, notices, and inquiries with complete discretion and professionalism.
- Governance & Advisory
- Translate complex tax positions and implications into plain, actionable advice for the family principal.
- Monitor legislative changes in domestic and international tax law to proactively protect family interests.
- Ensure compliance with beneficial ownership, anti-money laundering and CRS/FATCA requirements.
Qualifications & Experience
- Education: ACA Qualified and CTA Qualified
- Experience: 10+ years of private client tax experience, ideally in a private wealth practice, top-tier accounting firm, or another family office.
- Technical Expertise: Deep, multi-jurisdictional knowledge of personal income tax, capital gains, trusts, estates, and corporate structures.
- Discretion: Absolute integrity and the ability to handle highly sensitive financial and personal information with confidentiality.
Detailed and comprehensive knowledge of UK personal tax is required and expertise with international tax issues (such as the remittance basis, domicile, offshore trusts, the TOAA and s.3 anti-avoidance provisions, IHT) is highly desirable.
On offer is a salary c£ plus benefits including family healthcare, pension scheme and holidays.
To apply for the position or for more information, please contact Mc Ginnis Loy Associates by telephone or via email at admin@mcginnisloy. com.
Mc Ginnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act.
Personal Tax Director in London employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Director in London
✨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 Jobiqo, 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 Personal Tax Director in London
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 Jobiqo'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 Jobiqo. 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 Jobiqo!
How to prepare for a job interview at Jobiqo
✨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 Jobiqo.
✨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 Jobiqo. It helps to show our commitment!
