Private Client Tax Director /Future Partner Thames Valley – Top 15 Firm

Our client is a leading national audit, tax, advisory and risk firm with global reach and local expertise. They are an independent member of one of the top 10 accounting networks in the world, with access to more than 40,000 people in more than 150 countries and across more than 700 offices globally.

They pride ourselves on looking after their people, whether you’re working in tax, statutory audit or you’re a marketing or HR specialist – our client invests in their people to help them be the best they can be.

They understand that it is often the culture and values of a firm that are most important when looking for a new workplace. That’s why their people-focused culture means they value new ideas and innovation, and welcome people who are committed to making a difference by delivering excellent services to their people, clients and communities.

A full briefing pack is available for suitably qualified and interested parties. CK Search Global have introduced a number of senior specialists to the firm over the past few years and we can confirm that their culture is second to none. They are simply a great place to work and grow your career.

About this opportunity
This opportunity may suit a Director or experienced SM/AD within another professional practice who has ambitions for development to Partnership.

Following changes and growth in their already successful Private Client Tax team, we are helping them search for an ambitious, credible and experienced Director to lead this function into its next phase.

Growth in recent years has been impressive (66% headcount growth in their Thames Valley Tax team since year-ending 2020), and they have exciting plans concerning future development of Private Client Tax services.

Overseeing the delivery of a ‘best-in-class’ service via management of a talented team, this unique leadership opportunity will also involve the development and execution of an astute and forward-thinking business strategy – encompassing business development, workforce and succession planning and the guidance and development of their people.

They envisage that typical duties and responsibilities expected in the successful execution of this role would include:

• Leading the team, being responsible for the delivery of high-quality Private Client Tax work.
• Guiding and advising colleagues in all technical tax matters, using your experience to empower the team.
• Being the ‘go-to’ in the firm, and in the local market, for all matters relating to private client tax including;
  UK resident and non-domiciled tax matters, international clients, property, income tax, capital gains tax, IHT, trusts and estates, HNWIs, etc.
• Development of a robust business plan and service line strategy to capably manage all client work. To include a business development strategy to secure new clients and further work among existing clients.
• Working closely with Partners and Directors in other service lines to make clients aware of relevant tax changes that affect them.
• Building meaningful relationships with clients – being seen as a trusted advisor, crucial to their interests. Be ultra-responsive and approachable to clients, anticipating their needs and delivering to a timetable.
• Skilfully manage client expectations providing realistic fee quotes and regular updates on assignments.
• Effectively manage fees and time costs to achieve agreed recoverability targets. You’ll provide updates and manage expectations on this both externally and internally.
• Taking steps to minimise professional risk, including the appropriate documentation of services provided,obtain second opinions and following well established internal risk management processes.
• Preparing comprehensive and skilfully tailored reports for all clients irrespective of their background, knowledge and experience.
• Being a Firm brand advocate – embody our core values and principles in all of your activities including external events, set an example for our aspiring people and your peers.
• Provide thought-leadership to external and internal audiences via multiple channels, including social media, article writing, event organisation and direct updates to clients and colleagues.
• Other ad-hoc duties aligned to business requirements, client demands and Partner requests
• This is undoubtedly a fantastic opportunity for the right individual to take ownership of a talented team within a highly reputable firm.
• You will lead the Private Client Tax team into greater success of growth, profitability and reputation.
• A tangible level of drive, appetite and passion to become recognised as a leader in your field.
• The gravitas to quickly build lasting, meaningful relationships externally (with existing and prospective clients) and internally (with leading figures in the Thames Valley office and in their National tax function).
• Have a natural flair for business development, with the ability to build business plans that reflect innovative thinking and shrewd strategy.
• Demonstrate a superb track record and notable achievements of a technical and business nature in an already distinguished career within Private Client tax. Your knowledge of the specific tax disciplines and tax matters relating to private clients will be market-leading.
• Possess inspiring leadership qualities built on credibility, to assist in running a highly successful and efficient team that deliver first-class work and embody the values that underpin our identity as a firm.
• Be a motivating and empowering leader, developing and training your people in line with a sound succession plan
• Demonstrate excellence in a range of ‘soft skills’ such as communication (written and verbal), presenting,innovative thinking, influence and relationship-building, amongst others.
• Exemplary organisational qualities enabling quick prioritisation and delegation of a large workload without compromising on quality or speed of delivery.
• The ability to manage change, challenges and adversity is a calm, practical and admirable manner.

If you would like to discuss this role in more detail and you are currently working for a reputable firm at Director level or SM/AD please do get in touch as we would love to expand more on this outstanding opportunity.

All enquiries will be streated in the strictest confidence. Please email Chris Kidd at chris@cksearchglobal.com in the first instance. A full briefing pack with comprehensive information is available.

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