At a Glance
- Tasks: Lead a team, manage high net worth clients, and drive business development.
- Company: Award-winning accountancy firm with over 100 years of service.
- Benefits: Competitive salary, health benefits, flexible working, and generous leave policies.
- Why this job: Join a prestigious firm and make a real impact in tax advisory.
- Qualifications: Expertise in private tax, client management, and business development.
- Other info: Dynamic environment with opportunities for professional growth and partnership.
The predicted salary is between 43200 - 72000 £ per year.
Lead the growth and development of a prestigious regional accountancy firm. Broaden your professional capabilities in a role with access to partnership.
About Our Client
Our client is an award-winning accountancy practice firm with several offices across the South West & M4 corridor. With a storied history of over 100 years of exemplary service to their clients across the region, providing broad and comprehensive cover to their clients' regional, national and international needs, our client is now proud to be one of the leading middle-market firms in the country. As part of a monumental merger with several organisations and substantial private backing, our client is expanding their current outlay and needs your support in this exciting new phase of growth and outreach.
Job Description
- Team Leadership: Provide mentorship and guidance to team members, fostering a culture of continuous improvement. Delegate tasks effectively, ensuring appropriate skill levels and providing necessary support. Review work produced by junior staff, addressing technical inquiries and ensuring quality assurance.
- Client Management: Build and maintain strong relationships with high net worth clients, addressing specific tax queries and concerns. Lead and execute ad-hoc advisory projects in collaboration with the tax team. Ensure timely and accurate completion of personal, trust, and corporation tax returns.
- Legislative Awareness: Monitor changes in UK Tax legislation, assessing their implications for clients and promoting relevant advisory initiatives.
- Business Development: Identify opportunities for additional services, proactively addressing client needs with innovative solutions. Collaborate with partners in engaging new clients and enhancing the firm's marketing strategies.
The Successful Applicant
- Desired Skills and Experience:
- Private Tax Expertise: Comprehensive knowledge in Inheritance Tax (IHT), Trusts, Capital Gains Tax (CGT), and related areas.
- Client Management: Proven experience in advising high net worth individuals on personal tax and wealth planning.
- Commercial Acumen: Strong understanding of the private tax landscape and its alignment with client business objectives.
- Business Development: Demonstrated ability to cultivate and manage a robust portfolio of clients.
- International Taxation: Familiarity with international personal tax matters, including residence and domicile considerations.
- Sector Knowledge: In-depth understanding of tax implications for various sectors, including landowners and rural businesses.
Personal Attributes:
- Strategic Thinker: Capable of aligning high-level tax advice with clients' long-term wealth planning goals.
- Detail-Oriented: Thorough approach to complex tax issues, ensuring compliance and accuracy.
- Proactive: Ability to identify and pursue new business opportunities.
- Collaborative Leader: Effective team player, skilled in providing support and direction.
- Adaptable: Comfortable managing diverse responsibilities in a dynamic environment.
What's on Offer
Benefits: Our client is committed to fostering an environment where every team member feels valued and empowered. As part of their team, you can expect:
- Competitive salary with regular reviews based on performance.
- Comprehensive health and wellness benefits, including private health insurance and employee assistance programmes.
- Flexible working arrangements, including options for remote work and additional annual leave.
- Generous support policies such as enhanced maternity and paternity leave, life assurance, and pension contributions.
- Additional perks including a benefits platform, volunteer leave, and a cycle-to-work scheme.
If you're a driven and experienced tax professional seeking to make a significant impact within a leading accountancy practice, we invite you to apply for this exciting opportunity.
Private Client Tax Director in Swindon employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Director in Swindon
✨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 professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your private tax expertise and any successful projects you've led. We want to see you shine, so share those stories that demonstrate your skills and how you can add value to their team.
✨Prepare for Interviews
Do your homework before interviews! Research the firm’s recent projects, their approach to client management, and any changes in UK tax legislation that might affect them. We want you to walk in feeling confident and ready to discuss how you can contribute to their growth.
✨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’re always looking for passionate individuals like you to join our team and help us grow in this exciting new phase.
We think you need these skills to ace Private Client Tax Director in Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Director role. Highlight your expertise in areas like Inheritance Tax and client management to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role, showcasing your strategic thinking and proactive approach to business development.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it's growing a client portfolio or leading a successful project, 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’re considered for this exciting opportunity with our client!
How to prepare for a job interview at Page Personnel
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Inheritance Tax, Trusts, and Capital Gains Tax. Be ready to discuss how these areas impact high net worth clients and demonstrate your expertise in navigating complex tax issues.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully built and maintained relationships with high net worth individuals. Highlight specific instances where you've addressed their tax queries or provided innovative solutions to their needs.
✨Demonstrate Strategic Thinking
Think about how you can align tax advice with clients' long-term wealth planning goals. Be prepared to discuss your approach to strategic thinking and how it has benefited your previous clients.
✨Be Proactive About Business Development
Come armed with ideas on how to identify new business opportunities and enhance the firm's marketing strategies. Show that you're not just a team player but also someone who can drive growth and innovation.