At a Glance
- Tasks: Lead cross-border tax advisory for high-net-worth clients and develop strategic tax planning solutions.
- Company: Elite tax advisory firm in Central London with a focus on international private client services.
- Benefits: Competitive salary, hybrid working, ongoing training, and generous holiday allowance.
- Other info: Collaborative team culture with opportunities for professional growth and development.
- Why this job: Make a real impact advising ultra-high-net-worth individuals on complex tax matters.
- Qualifications: Chartered Tax Advisor with expertise in US and UK tax compliance.
The predicted salary is between 54000 - 66000 £ per year.
- Private Client Tax Director
- Central London
We are seeking a highly accomplished UK US Private Client Tax Director to lead our elite tax advisory practice within the personal tax sector.
This pivotal role is central to delivering sophisticated, cross-border tax solutions for high-net-worth individuals (HNWIs) with complex UK and US tax obligations.
The ideal candidate will possess deep expertise in US taxation, private client advisory, and international tax compliance, with a proven track record of advising ultra-high-net-worth clients on estate planning, gift tax, income tax, and compliance with IRS and HMRC regulations.
As a strategic leader, you will drive business development, mentor senior tax professionals, and ensure the delivery of compliant, innovative, and client-centric tax strategies.
Your leadership will be instrumental in strengthening our firm's reputation as a market leader in international private client tax services.
Responsibilities
- Lead the end-to-end delivery of complex UK and US cross-border tax advisory services for HNWIs and ultra-HNWIs.
- Advise clients on US tax compliance, including FBAR, Form 8938, Form 3520, and Form 3520-A, as well as UK tax implications of US residency and domicile.
- Develop and implement strategic tax planning solutions for estate, gift, and inheritance tax, with a focus on minimizing exposure while ensuring compliance.
- Serve as a trusted advisor to clients on international tax structuring, including trusts, foundations, and offshore entities.
- Collaborate with legal, wealth management, and compliance teams to deliver integrated client solutions.
- Mentor and develop a team of senior tax professionals, fostering a culture of excellence and continuous learning.
- Drive business development initiatives, including client acquisition, relationship management, and thought leadership.
- Ensure adherence to professional standards, regulatory requirements, and firm governance policies.
- Represent the firm at industry events, conferences, and client forums to enhance visibility and credibility.
Requirements
- Private Client Tax Director
- Chartered Tax Advisor (CTA) qualification with full membership in the Chartered Institute of Taxation (CIOT).
- In-depth knowledge of US federal income tax, estate and gift tax, and international tax compliance (including FATCA, CRS, and OECD BEPS initiatives).
- Proven experience advising private clients and HNWIs on UK-US cross-border tax matters.
- Demonstrable track record in developing and executing complex tax planning strategies for international clients.
- Strong understanding of UK inheritance tax, capital gains tax, and trust taxation in a cross-border context.
- Exceptional client management and communication skills, with the ability to explain complex tax concepts clearly to non-experts.
- Experience leading teams or managing client portfolios of significant value.
- High level of integrity, discretion, and commitment to professional standards.
- Ability to work autonomously and thrive in a fast-paced, client-driven environment.
Benefits
- Private Client Tax Director
- Competitive salary with performance related bonus
- Hybrid and flexible working options
- Exposure to complex international and cross border client work
- Collaborative and supportive team environment
- Ongoing training and professional development
- Study support for further qualifications where relevant
- Private medical insurance
- Generous holiday allowance plus bank holidays
- Pension scheme
- Regular team events and a positive working culture
- Opportunity to work with high net worth and internationally mobile clients
Please contact Andy Irvine on , or Andrew Irvine | Linked In for a confidential conversation.
Refer a friend...
We're keen to remain the leading provider of the best accountancy talent in the South-East.
We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people.
We're looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.
For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).
Private Client 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 Private Client 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 Private Client 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!
