At a Glance
- Tasks: Lead a team managing high-net-worth clients and provide advanced tax planning advice.
- Company: Independent firm with a clear growth strategy and collaborative culture.
- Benefits: Competitive salary, professional development, and opportunities for leadership.
- Other info: Join a dynamic team focused on excellence and growth in the East of England.
- Why this job: Shape the future of Private Client services while building lasting client relationships.
- Qualifications: ACA, ACCA or CTA qualified with extensive private client tax experience.
The predicted salary is between 80000 - 120000 £ per year.
Responsibilities
- Take a lead role within the Private Client team, managing and developing a portfolio of high-net-worth individuals, families, landed estates, and trusts.
- Provide advanced technical advice across personal tax planning, including succession planning, estate structuring, and complex advisory matters.
- Build and grow your own client base through proactive business development, networking within the local market, and cultivating long-term relationships.
- Work collaboratively with fellow Partners to enhance the firm's Private Client capabilities and contribute to broader strategic initiatives.
- Support and mentor junior team members, driving development and maintaining high standards of technical excellence and client service.
- Play a key role in shaping and evolving the Private Client offering, identifying opportunities for growth across the regional market.
Qualifications and Experience
- ACA, ACCA or CTA qualified with extensive experience in Private Client Tax within a UK professional services environment.
- Currently operating at Director or Partner level, with a strong track record in personal tax advisory.
- Strong technical expertise across private client matters, including complex tax planning, trusts, and estate advisory.
- Commercially minded, with proven ability to generate business and develop long-term client relationships.
- Demonstrated leadership capability, with experience working within or alongside a Partner group.
- Motivated by the opportunity to join an independent firm with a clear growth strategy and long-term vision in the region.
Private Client Tax Director or Partner - East of England in Norfolk employer: Pro-Tax
Join a dynamic and independent firm in the East of England, where you will have the opportunity to lead a dedicated Private Client team and make a significant impact on high-net-worth individuals and families. Our collaborative work culture fosters professional growth, allowing you to mentor junior members while enhancing your own expertise in personal tax advisory. With a clear growth strategy and a commitment to excellence, we offer a rewarding environment for those looking to build lasting client relationships and shape the future of our Private Client services.
We think you need these skills to ace Private Client Tax Director or Partner - East of England in Norfolk
Technical Tax Expertise
Personal Tax Planning
Succession Planning
Estate Structuring
Complex Advisory Matters
Business Development
Networking
