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- Tasks: Lead client meetings and provide tailored tax advice while managing a diverse portfolio.
- Company: Join a renowned private client advisory firm known for its supportive and ambitious culture.
- Benefits: Enjoy competitive salary, flexible working, generous holiday, and comprehensive training opportunities.
- Why this job: Make a real impact by mentoring future leaders and nurturing client relationships in a dynamic environment.
- Qualifications: Degree-educated, CTA/ACA qualified with extensive private client tax experience and strong leadership skills.
- Other info: Embrace a culture of individuality and inclusion where everyone is empowered to succeed.
The predicted salary is between 43200 - 72000 £ per year.
We know that career moves are about more than just job descriptions—they’re about finding the right place to thrive, grow, and feel truly valued. So if you’re an experienced Private Client Tax professional looking for your next challenge, this might be just the opportunity for you.
Our client, a well-known name in the field of private client advisory, is growing their Bristol team, and we’re assisting them in the search for a Private Client Tax Director—someone who’s not only a technical expert but also passionate about building meaningful relationships with clients and colleagues alike.
What’s in it for you?
This is your chance to be part of an ambitious and supportive team where you’ll have the autonomy to manage a diverse portfolio of clients, providing tailored advice and strategic solutions. You’ll also play a pivotal role in developing business opportunities, mentoring future leaders, and driving the success of the team.
Your impact:
- Guide clients through complex personal tax matters with clarity and confidence.
- Lead client meetings with expertise, ensuring every conversation is insightful and valuable.
- Nurture and expand relationships, opening doors to new opportunities for both clients and the team.
- Promote a culture of excellence, making sure quality, compliance, and risk management are top priorities.
- Manage financial performance, ensuring chargeable hours, billing, and recoveries align with business goals.
- Inspire and develop team members, helping them to reach their full potential.
What we’re looking for:
- Degree-educated and CTA/ACA qualified.
- Extensive experience in private client tax, ideally within a professional services firm.
- A proven track record of handling complex client portfolios and generating new business.
- Strong leadership, communication, and relationship-building skills.
- Commercially astute and dedicated to delivering outstanding client service.
And because our client believes in looking after their people, here’s what you can expect:
- Competitive salary & benefits including private medical insurance, pension contribution, life assurance, and more.
- Flexible working so you can balance professional success with personal well-being.
- Generous holiday package with options to purchase additional time off.
- Training and career development because we’re invested in your growth.
Our client celebrates individuality and inclusion, creating a workplace where everyone feels supported and empowered to succeed. If this role sounds of interest, please contact Sally McIntyre-Brown.
Private Client Tax Director employer: Pure Search
Contact Detail:
Pure Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Director
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insider information about job openings.
✨Tip Number 2
Showcase your expertise by engaging in discussions on platforms like LinkedIn. Share insights on complex personal tax matters or recent changes in tax legislation. This not only demonstrates your knowledge but also helps you get noticed by recruiters.
✨Tip Number 3
Consider reaching out directly to current employees at the firm you're interested in. Ask them about their experiences and any tips they might have for applying. This can give you valuable insights into the company culture and expectations.
✨Tip Number 4
Prepare for interviews by practising how to articulate your experience in managing complex client portfolios. Be ready to discuss specific examples of how you've built relationships and generated new business, as these are key aspects of the role.
We think you need these skills to ace Private Client Tax Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax, focusing on your qualifications such as CTA/ACA and any relevant achievements. Use specific examples that demonstrate your ability to manage complex client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for building relationships and your leadership skills. Mention how you can contribute to the team’s success and align with the company’s values of excellence and inclusion.
Highlight Relevant Experience: In your application, emphasise your extensive experience within professional services firms. Discuss your track record in generating new business and managing financial performance, as these are key aspects of the role.
Showcase Soft Skills: Don’t forget to mention your strong communication and relationship-building skills. Provide examples of how you've inspired and developed team members, as this is crucial for the Private Client Tax Director position.
How to prepare for a job interview at Pure Search
✨Showcase Your Technical Expertise
As a Private Client Tax Director, it's crucial to demonstrate your deep understanding of personal tax matters. Be prepared to discuss complex scenarios you've handled in the past and how you provided tailored solutions for clients.
✨Emphasise Relationship Building
This role requires strong relationship-building skills. Share examples of how you've nurtured client relationships and expanded business opportunities, highlighting your ability to connect with both clients and colleagues.
✨Demonstrate Leadership Qualities
Since you'll be mentoring future leaders, it's important to showcase your leadership experience. Discuss how you've inspired team members and contributed to their professional growth, as well as how you promote a culture of excellence.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world situations. Prepare to discuss specific challenges you've faced in managing client portfolios and how you ensured compliance and quality in your work.
