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- Tasks: Lead a diverse portfolio in personal tax planning and advisory services.
- Company: Join a successful local firm with a thriving Personal Client team.
- Benefits: Competitive salary, career progression to Partner, and a supportive 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.
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.
Personal Tax Director in 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 Norwich
✨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 contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with high net worth individuals and complex tax matters. We want to see you shine and demonstrate how your skills can make a real impact in their firm!
✨Prepare for the Interview
Do your homework on the firm and its clients. Understand their values and the challenges they face. We suggest preparing some thoughtful questions to ask during the interview – it shows you’re genuinely interested and ready to contribute to their success.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for talented individuals like you to join our team and help us grow!
We think you need these skills to ace Personal Tax Director in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Director role. Highlight your expertise in personal tax advisory, 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 and how your leadership skills can benefit our team. Be specific about your achievements and how they relate to the role.
Showcase Your Technical Knowledge: In your application, don’t shy away from discussing your in-depth knowledge of trusts, estate planning, and other relevant areas. We want to see how you can bring your expertise to our clients and help them navigate complex issues.
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’re considered for this exciting opportunity. Plus, it shows us you’re keen to join our team!
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 this 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 your leadership made a difference in client outcomes or team performance.
✨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 ability to inspire confidence in clients and colleagues alike.
✨Demonstrate Your Business Acumen
This role requires driving business growth, so come equipped with ideas on how you can identify new opportunities for work. Discuss your experience with managing portfolios and achieving revenue targets to show that you understand the business side of personal tax.
