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- Tasks: Lead private client tax advisory for high-net-worth individuals and families.
- Company: Prestigious UK firm with a supportive and collegiate culture.
- Benefits: Competitive salary, genuine progression to Partner, and high-quality client portfolio.
- Why this job: Shape the future of private client services in the South West and make a real impact.
- Qualifications: CTA qualified with substantial experience in private client tax advisory.
- Other info: Opportunity to mentor and develop a talented team while building lasting client relationships.
The predicted salary is between 36000 - 60000 £ per year.
Are you an accomplished private client tax specialist ready to take a leadership position in a thriving practice? Our client, one of the UK's most prestigious firms, is seeking a Private Client Tax Director to join their Plymouth office. This is an opportunity to take ownership of a high-quality portfolio, deliver tax planning for high-net-worth individuals and families, and play a key role in developing the practice's private client offering in the South West.
The Role
You’ll be part of a team leading the private client tax function, working with successful entrepreneurs, business owners, landed estates, and wealthy families. This is a genuinely advisory-focused role where you’ll be the trusted adviser on complex tax planning, succession, and wealth structuring matters.
Your responsibilities will include:
- Leading on complex private client tax advisory including succession planning, estate planning, and trust work
- Managing a portfolio of high-net-worth individuals, family offices, and landed estates
- Identifying tax planning opportunities and delivering sophisticated, tailored strategies
- Acting as the primary point of contact and trusted adviser to key clients
- Building and developing the private client tax team
- Contributing to business development, networking, and new client acquisition
- Mentoring and developing senior managers and aspiring directors
About You
You’ll be CTA qualified (or equivalent) with substantial experience in private client tax advisory. You understand the complexities of working with HNW clients and have a proven track record of managing sophisticated planning assignments. You’re technically excellent but also commercially minded, able to communicate complex tax matters in a way that clients value and understand. You build lasting relationships and are comfortable representing the firm at networking events and client meetings.
What’s On Offer
- Competitive salary and benefits
- Genuine progression pathway to Partner
- High-quality client portfolio with scope to make it your own
- Supportive, collegiate culture with strong technical resources
- Opportunity to shape and grow the South West private client offering
Next Steps
If you’re ready to step into a leadership role where you can drive strategy, develop client relationships, and build a practice, we’d love to hear from you. Apply today, or for a confidential discussion about this opportunity, please contact Keith Lackie at Lackie Search Partners.
Private Client Tax Director in Plymouth employer: Lackie Search Partners
Contact Detail:
Lackie Search Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Director in Plymouth
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the private client tax space. Building relationships can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! Consider writing articles or sharing insights on platforms like LinkedIn. This not only highlights your knowledge but also positions you as a thought leader in private client tax.
✨Tip Number 3
Don’t shy away from reaching out directly to firms you admire. A simple email expressing your interest can open doors. We encourage you to apply through our website for the best chances!
✨Tip Number 4
Prepare for interviews by practising common questions and scenarios related to private client tax. Be ready to discuss your past experiences and how they relate to the role you’re applying for.
We think you need these skills to ace Private Client Tax Director in Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Private Client Tax Director role. Highlight your expertise in tax planning for high-net-worth individuals and any leadership experience you have.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your CTA qualification and how your experience can contribute to developing the private client offering in the South West.
Showcase Your Advisory Skills: In your application, emphasise your advisory capabilities. Discuss your experience managing complex tax matters and how you've successfully built relationships with clients. We want to see how you can be a trusted adviser!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Lackie Search Partners
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and strategies relevant to high-net-worth individuals. Being able to discuss complex tax planning, succession, and estate planning confidently will show that you're not just technically excellent but also ready to take on the advisory role.
✨Showcase Your Leadership Skills
Since this role involves leading a team, be prepared to share examples of how you've successfully managed teams or projects in the past. Highlight your mentoring experiences and how you've contributed to business development, as this will resonate well with the firm's expectations.
✨Build Rapport with the Interviewers
Remember, this is an advisory-focused role, so demonstrating your ability to build lasting relationships is key. Engage with your interviewers, ask insightful questions, and show genuine interest in their firm’s culture and client base.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills in real-life tax situations. Think about specific cases you've handled and be ready to explain your thought process and the outcomes, showcasing your commercial mindset.
