At a Glance
- Tasks: Lead strategic tax planning and wealth preservation for a multi-generational family office.
- Company: Prestigious family office seeking a Private Client Tax Director.
- Benefits: Salary of £200-250k, family healthcare, pension scheme, and generous holidays.
- Other info: Join a dynamic environment with absolute discretion and integrity.
- 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 in private client tax.
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£200‑250,000 plus benefits including family healthcare, pension scheme and holidays.
To apply for the position or for more information, please contact McGinnis Loy Associates by telephone on 01183 245 245 or via email at admin@mcginnisloy.com.
McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act.
Personal Tax Director employer: Mcginnis Loy Associates
As a leading firm in private client tax advisory, we pride ourselves on fostering a collaborative and supportive work culture that values integrity and discretion. Our employees benefit from competitive salaries, comprehensive health care, and generous holiday allowances, all while having the opportunity to work closely with high-net-worth families on complex tax strategies. With a focus on professional development and continuous learning, we empower our team members to grow their expertise in a dynamic environment, making us an exceptional employer for those seeking meaningful and rewarding careers.
