Find a job 
Featured Companies 
Featured Universities 
For Companies 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, career progression to Partner, and a supportive team environment.
- Why this job: Make a real impact while working with high-profile clients and complex financial matters.
- Qualifications: ACA, CTA, or equivalent with substantial personal tax advisory experience.
- Other info: Opportunity to shape strategy and develop the Private Client service offering.
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 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 England employer: Nxtgen Recruitment
Contact Detail:
Nxtgen Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Director in England
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with someone from the firm, make sure to highlight your knowledge in personal tax planning and advisory services. Share your experiences with complex cases and how you've made an impact in previous roles. We want to see your passion shine through!
✨Prepare for the Interview
Do your homework on the firm and its clients. Be ready to discuss how you can contribute to their success, especially with high net worth individuals and intricate financial structures. We love candidates who come prepared with ideas and insights!
✨Follow Up
After your interview, don’t forget to send a thank-you note! It’s a great way to express your appreciation and reiterate your interest in the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Personal Tax Director in England
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, especially with high net worth individuals, to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about personal tax advisory and how your leadership experience can benefit our team. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s successful client relationships or innovative strategies you've implemented, we want to see how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Nxtgen Recruitment
✨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 and how you've handled them in the past. This will show that you're not just familiar with the basics but can also tackle intricate issues.
✨Showcase Your Leadership Skills
As a Personal Tax Director, you'll be expected to mentor and develop your team. Prepare examples of how you've successfully led teams or projects before. Highlight your ability to inspire confidence and build strong relationships, both with clients and colleagues.
✨Demonstrate Client Focus
This role is all about client relationships, so think of specific instances where you've gone above and beyond for clients. Be ready to discuss how you identify new opportunities and drive business growth while maintaining excellent service.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's vision for the Personal Client team and how they see the role evolving. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
