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- 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 36000 - 60000 £ 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.
Qualifications:
- 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’re 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 Peterborough 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 Peterborough
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet with potential employers, make sure to highlight your experience with high net worth individuals and complex tax matters. Share specific examples of how you've made an impact in previous roles.
✨Tip Number 3
Prepare for interviews by researching the firm thoroughly. Understand their client base and recent developments in personal tax. This will help you tailor your responses and demonstrate that you're genuinely interested in contributing to their success.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented individuals like you. Plus, it’s a great way to ensure your application gets noticed by the right people.
We think you need these skills to ace Personal Tax Director in Peterborough
Some tips for your application 🫡
Show Off Your Expertise: When you're writing your application, make sure to highlight your experience in personal tax advisory. We want to see how you've managed high net worth individuals and complex portfolios, so don’t hold back on the details!
Tailor Your Application: Make your application stand out by tailoring it to the Personal Tax Director role. Use keywords from the job description and demonstrate how your skills align with what we’re looking for. This shows us you’ve done your homework!
Be Clear and Concise: We appreciate clarity! Keep your application straightforward and to the point. Avoid jargon unless it’s necessary, and make sure your passion for the role shines through without overwhelming us with too much information.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it makes the process smoother for everyone involved!
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 values align with theirs, particularly around client-focused service and innovation. This will demonstrate that you're not just a fit for the role, but also for the team.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask at the end of the interview. This could include inquiries about the firm's growth strategy or how they support their team’s professional development. It shows your genuine interest in the role and the firm.
