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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 structures.
- Qualifications: ACA, CTA, or equivalent qualification 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.
What the role involves as Personal Tax Director:
- 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.
What my client is looking for:
- 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.
Locations
Personal Tax Director in Norfolk, Norwich employer: Nxtgen Recruitment
Contact Detail:
Nxtgen Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Director in Norfolk, Norwich
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to former colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to meet potential employers, make sure to highlight your experience with high net worth individuals and complex tax matters. Share specific examples of how you've successfully managed portfolios and delivered results. This will help you stand out as a candidate who can hit the ground running.
✨Prepare for Interviews
Do your homework on the firm and its clients before the interview. Be ready to discuss how your skills align with their needs, especially in areas like estate planning and succession strategies. Practising common interview questions can also help you feel more confident and articulate.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform. Let’s get you that Personal Tax Director role!
We think you need these skills to ace Personal Tax Director in Norfolk, Norwich
Some tips for your application 🫡
Show Off Your Expertise: When you're writing your application, make sure to highlight your qualifications and experience in personal tax advisory. We want to see how you've tackled complex matters like trusts and estate planning, so don’t hold back!
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 Personable: We value strong communication skills, so let your personality shine through in your written application. Share examples of how you've built relationships with clients and mentored teams, as this is key for the role.
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. We can’t wait to hear from you!
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 you've handled in the past, as this will show your expertise and confidence in personal tax advisory.
✨Showcase Your Leadership Skills
Since the role involves mentoring and developing a team, be prepared to share examples of how you've successfully led teams before. Highlight any specific instances where you’ve inspired confidence or driven growth within your previous roles.
✨Build Rapport with the Interviewers
Remember, communication is key! Practice building rapport by engaging with your interviewers. Ask insightful questions about their firm’s approach to client relationships and demonstrate your interest in their values and culture.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that test your problem-solving skills. Think through potential challenges you might encounter in managing a high-profile portfolio and how you would address them, showcasing your strategic thinking.
