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- Tasks: Lead tax advisory for high net worth clients and build strong relationships.
- Company: Established accountancy firm with a progressive approach and supportive culture.
- Benefits: Flexible working, competitive salary, private medical insurance, and enhanced family leave.
- Other info: Emphasis on professional development and work-life balance.
- Why this job: Join a dynamic team and make a real impact in private client tax.
- Qualifications: ACA/CTA qualified with significant experience in private client tax.
The predicted salary is between 90000 - 110000 £ per year.
This is an exciting opportunity to join a well-established and highly regarded accountancy and business advisory firm in the South West, with a heritage spanning over 120 years. The firm combines traditional values with a progressive, forward-thinking approach and is known for delivering high-quality advice to a diverse client base. A supportive, collaborative culture sits at the heart of the business, with a strong emphasis on professional development, flexibility, and work-life balance. You'll be joining a team that values expertise, initiative, and long-term client relationships.
The role can be based from offices across the South West, including Bristol, Swindon, Bath, Chippenham, Cirencester, Trowbridge and Taunton.
What's great about this Private Client Tax Director role?
- Flexible and hybrid working options
- Competitive salary with performance review
- Private medical insurance and wellbeing support
- Enhanced family leave, pension, and life assurance
- Additional benefits including volunteer leave and cycle-to-work scheme
Your role as a Private Client Tax Director:
- Lead private client tax advisory and compliance for High Net Worth individuals.
- Deliver complex advisory work across IHT, CGT, trusts, residence and domicile.
- Build strong, long-term client relationships.
- Identify advisory and business development opportunities.
- Review work and support development of junior team members.
What you'll need to succeed:
- ACA/CTA qualified and significant experience in private client tax at senior level.
- Strong technical knowledge of UK private tax and wealth planning.
- Experience advising high net worth and entrepreneurial clients.
- Commercial, proactive, and confident managing client relationships.
- Comfortable mentoring and leading others.
What next: I am looking for an ambitious Private Client Tax Director to join this growing team. Please get in touch for further details: Jenna.Johnson@pro-finance.co.uk / 07979027390.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Director — Flexible Hybrid, High Net Worth employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Director — Flexible Hybrid, High Net Worth
✨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 and knowledge in private client tax. Share specific examples of how you've helped high net worth clients in the past. This will show them you’re the right fit for the role!
✨Prepare for Informal Chats
Sometimes, the best way to land a job is through casual conversations. Be ready for informal chats where you can discuss your skills and experiences. Practice your elevator pitch so you can confidently explain why you’d be a great addition to their team.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our fantastic team at StudySmarter.
We think you need these skills to ace Private Client Tax Director — Flexible Hybrid, High Net Worth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Director role. Highlight your ACA/CTA qualifications and relevant experience in private client tax, especially with high net worth individuals. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for tax advisory and compliance, and explain why you're excited about joining our team. Remember, we value long-term client relationships, so share any relevant experiences that demonstrate this.
Showcase Your Technical Knowledge: In your application, don't forget to highlight your strong technical knowledge of UK private tax and wealth planning. We’re looking for someone who can deliver complex advisory work, so make sure to mention any specific areas of expertise you have!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our progressive and supportive culture!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your technical knowledge of UK private tax and wealth planning. Be ready to discuss complex topics like IHT, CGT, and trusts, as well as how you've successfully navigated these in past roles.
✨Showcase Your Client Relationship Skills
Prepare examples that highlight your experience with high net worth clients. Think about how you've built long-term relationships and identified business development opportunities, as this is key for the role.
✨Be a Team Player
Since mentoring junior team members is part of the job, come prepared to discuss your leadership style. Share specific instances where you've supported others' development and how you foster a collaborative environment.
✨Embrace Flexibility
With the firm's emphasis on flexible working, be ready to talk about how you manage work-life balance. Discuss any experiences you have with hybrid working and how it has positively impacted your productivity and client relationships.