At a Glance
- Tasks: Lead a diverse portfolio, delivering sophisticated personal tax planning and advisory services.
- Company: Join a well-known local firm with a thriving Personal Client team.
- Benefits: Competitive salary, genuine progression pathway to Partner, and a supportive team environment.
- Why this job: Make a real impact and shape strategy while working with high-profile clients.
- Qualifications: ACA, CTA, or equivalent with substantial personal tax advisory experience.
- Other info: Opportunity for career growth and influence within a dynamic team.
The predicted salary is between 43200 - 72000 £ per year.
NXTGEN is excited to be partnering with a well-known and very successful local firm who are looking to create a brand new Personal Tax Director position to join their thriving Personal Client team. This is a rare opportunity to take ownership of a high profile portfolio, make a real impact, and accelerate your career with a genuine progression pathway to Partner.
As Personal Tax Director, you will be joining a team that values expertise, innovation, and client-focused service, offering a platform to implement your ideas, shape strategy, and work with some of the firm’s most complex and rewarding clients, including high net worth individuals, medical professionals, and private clients with intricate financial structures.
Responsibilities:- Lead on a diverse portfolio, delivering proactive, sophisticated personal tax planning and advisory services.
- Advising on complex matters including trusts, estate planning, succession planning, capital gains, inheritance tax, and residency issues.
- Reviewing and signing off personal tax returns and other critical client documents, ensuring compliance and technical excellence.
- Mentoring and developing the already successful private client tax team.
- Driving business and department growth by identifying opportunities for new work and building strong client relationships.
- Managing portfolio performance, including fee proposals, WIP, invoicing, and achieving revenue targets.
- ACA, CTA, or equivalent professional qualification with substantial experience in personal tax advisory.
- Proven track record managing HNWI and private client portfolios.
- In-depth technical knowledge across trusts, estate planning, CGT, IHT, residency, and succession planning.
- Strong leadership skills, with experience mentoring and developing teams.
- Excellent communication and relationship-building skills, capable of inspiring confidence in clients and colleagues.
This is more than just a senior leadership role. As Personal Tax Director, you will have key influence and be able to make your mark within a supportive and ambitious team. The successful candidate will have a role built around their strengths and experience, with an individual pathway to Partner level, and the opportunity to shape strategy and develop the Private Client service offering.
If you are an ambitious Personal Tax Director seeking a role that combines technical challenge, client variety, and career growth, please get in touch with Annie. Salary is competitive and dependent on experience.
Personal Tax Director in Cambridge employer: Nxtgen Recruitment Ltd
Contact Detail:
Nxtgen Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Director in Cambridge
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Director role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with high net worth individuals and complex tax matters. They want to see that you can handle their intricate financial structures.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to firms directly, especially those you admire. Let them know you’re interested in opportunities, and who knows? They might create a position just for you!
✨Tip Number 4
Apply through our website! We’ve got loads of great roles listed, including the Personal Tax Director position. It’s super easy, and you’ll be one step closer to making your mark in a supportive and ambitious team.
We think you need these skills to ace Personal Tax Director in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Personal Tax Director role. Highlight your expertise in personal tax planning, client management, and leadership to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for personal tax advisory and how you can contribute to our team. Don’t forget to mention specific examples of your past successes.
Showcase Your Technical Knowledge: We’re looking for someone with in-depth knowledge of trusts, estate planning, and more. Make sure to include relevant details in your application that demonstrate your technical prowess and experience with high net worth individuals.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on this exciting opportunity!
How to prepare for a job interview at Nxtgen Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around trusts, estate planning, and capital gains. Be ready to discuss complex scenarios you've handled in the past, as this will show your expertise and confidence in personal tax advisory.
✨Showcase Your Leadership Skills
As a Personal Tax Director, you'll be expected to mentor and develop a team. Prepare examples of how you've successfully led teams or projects in the past, highlighting your ability to inspire and build strong relationships with both clients and colleagues.
✨Understand the Firm's Values
Research the firm’s culture and values before the interview. Be prepared to discuss how your personal approach aligns with their focus on client service and innovation. This will demonstrate that you're not just a fit for the role, but also for the team.
✨Prepare Questions
Have a list of insightful questions ready to ask during the interview. This could include inquiries about the firm's growth strategy or how they support their employees' career progression. It shows your genuine interest in the role and helps you assess if it's the right fit for you.