Private Client Tax Director - Fareham

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 (these could possibly include: Non Dom & International clients, Family office, Offshore, Inheritance Tax, Trusts and Estate planning). The team delivers a full consultative, planning and compliance service to individuals and their families including optimising all private client tax reliefs during lifetime and on death.

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 & trainees
• Preparing budgets, completing work within budget and reporting to Partners on good financial management

Skills, Knowledge & Expertise

• CTA qualified or equivalent
• High level of technical advisory expertise
• Self-starter capable of motivating, driving, and developing the team
• Able to demonstrate relevant practical experience in Private Client tax planning
• Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical points for clients to understand
• Ability to provide excellent client care
• Strong relationship building, networking, and business development skills
• Tax planning and advisory
• Coaching and People Management
• Ideally able to demonstrate experience in the following:
• Private client taxation and planning
• Planning for owner managed businesses
• Inheritance Tax planning
• Trusts and Estate planning

Job Benefits

• Career Development: From learning opportunities to career coaching, we'll help you achieve your goals.
• Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave.
• Flexibility That Works for You: Agile working is embedded in our culture.
• Perks That Go Beyond: Volunteering days, wellbeing initiatives, and more - we care about your whole self.

About Menzies LLP

Menzies is a proudly independent UK business advisory and accountancy practice with true national coverage and international connections. As a full-service firm with strong sector specialisms, we have a proven track record supporting both businesses, not-for-profits and individuals to successfully reach their financial goals. We focus on optimising clients' businesses financially, operationally, and strategically. We employ approximately 1100 trusted advisors in Audit, Tax & Advisory Services, across 11 locations UK wide. Our industry sector specialisation sets us apart. Expert teams work in collaboration with each other delivering a host of business, tax and commercial advisory projects over and above the market leading assurance and compliance work undertaken for UK and International clients. We continue to take a relationship-led approach to our client relationships. We use our Brighter Thinking methodology to empower clients with greater confidence and certainty in the face of increasing complexity. Founded in 1912, Menzies is headquartered in London with coverage nationally in England & Wales and has 1100+ employees and a turnover of 110m. Our clients are mid-size and large privately held corporates, non-profits, and individuals, across the UK and internationally via major market country-desks, and in 157 countries globally through Menzies membership of HLB, the global advisory and accounting network.