At a Glance
- Tasks: Manage personal tax clients and lead a team of trust advisers in delivering top-tier services.
- Company: Well-established accountancy firm in Torquay with a supportive culture.
- Benefits: Hybrid working, extra holiday options, health benefits, and discounts.
- Other info: Emphasis on professional development and genuine long-term career progression.
- Why this job: Take your career to the next level in a forward-thinking environment.
- Qualifications: ATT or CTA qualified with strong tax knowledge and leadership skills.
The predicted salary is between 54000 - 66000 £ per year.
- Private Client Tax Director
- Torquay
- £90,000 - £100,000 + Discretionary Bonus
I'm working with a well-established and highly regarded accountancy firm in Torquay that is looking to appoint a Private Client Tax Director to join its growing tax team, to be based either within their Torquay or Exeter offices.
This role would suit an experienced tax professional who is keen to take the next step in their career within a supportive, forward-thinking environment.
You'll be responsible for delivering high-quality personal tax compliance and advisory services to a varied client base, including trusts and high-net-worth individuals.
What's great about this Private Client Tax Director role?
- Hybrid working model
- Option to buy up to 5 additional days holiday
- Health & wellbeing benefits package
- Retail & gym discounts
- One paid volunteering day per year
Your role as a Private Client
Tax Director
- Manage a portfolio of personal tax clients, including trusts and High-Net Worth individuals.
- Lead and develop a team of trust advisers, ensuring work meets legislative and ethical standards.
- Act as principal on a portfolio of trusts and high-net-worth clients, reviewing and signing off advice.
- Review trust accounts and provide technical guidance.
- Liaise with trustees, beneficiaries, clients, and intermediaries to deliver top-tier service.
- Support business development and promote firm-wide services, including financial planning.
- Mentor colleagues across departments to manage risk and identify opportunities.
- Oversee client meetings, tax planning advice, and delivery by team members.
- Ensure effective work allocation and departmental targets are met.
- Assist with the governance and operation of the trust corporation.
What you'll need to succeed
- ATT or CTA qualification (or equivalent), with strong and up-to-date technical knowledge.
- Minimum of 3 years in a Senior Manager role looking to step up, or already at Director level.
- STEP qualification is also desirable, but not essential.
- A good understanding of regulatory and compliance standards within tax.
- Strong organisational skills and the ability to manage deadlines effectively.
- A professional, discreet and client-focused approach, with the ability to build rapport quickly.
What next
The firm places a strong emphasis on professional development, collaboration and wellbeing, offering genuine long-term career progression. Please get in touch for further details:
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique.
We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Director in Torquay 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 Torquay
✨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 Torquay
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!
