At a Glance
- Tasks: Lead and develop private client tax services while providing bespoke advisory to high net worth individuals.
- Company: Join Menzies, a diverse and inclusive employer committed to building a first-class team.
- Benefits: Enjoy career progression, competitive pay, and the chance to make a real impact.
- Other info: Opportunity to mentor and develop a talented team in a supportive environment.
- Why this job: Be part of a dynamic team where your voice matters and you can shape the future.
- Qualifications: Experience in personal taxation and strong communication skills are essential.
The predicted salary is between 60750 - 74250 £ per year.
Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first-class team and, to do so, we know that we need a diverse mix of talented people doing their best work. If you’re ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading!
Reporting to Tax Partner, the Director role will be focussed on developing the Private Client services within the office and contributing to the strategic growth of the firm’s private client service line. The successful candidate will provide advisory services to clients and form an integral part of the Advisory Tax leadership team with scope for career progression.
Your primary role will be to deliver tax planning and advisory services in relation to high net worth, dynamic private clients and to support the development of the office’s team to support this delivery.
Key Responsibilities:
- Providing bespoke advice across all areas of personal taxation, helping ultra high net worth and high net worth individuals pay the right amount of tax.
- Assisting Tax Partners and Partners with more complex enquiries and ensuring planning and cross‑selling opportunities are identified and followed up.
- Assisting in generating new work and developing relationships with intermediaries.
- Developing the office’s private client team with a focus on enhancing their advisory and business development skills.
- Leading HMRC enquiry matters.
- Reviewing the wider client base and identifying additional opportunities.
- Maintaining regular communication with all clients and related 3rd parties.
- Displaying excellent communication skills.
- Working in a team with direct responsibility for the mentoring, developing and training of managers.
Wanted: Private Client Tax Director in Portsmouth employer: Menzies LLP
Menzies is an exceptional employer that prioritises diversity and inclusion, fostering a collaborative work culture where every team member can thrive. As a Junior ESG Consultant in our London office, you'll benefit from comprehensive career development opportunities, competitive benefits including private medical cover and enhanced parental leave, and a flexible working environment that supports your personal and professional growth. Join us to make a meaningful impact in the sustainability sector while enjoying perks that promote your overall wellbeing.
