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For Companies At a Glance
- Tasks: Lead and manage a portfolio of high-net-worth private client tax clients.
- Company: Join a leading regional firm in Essex known for its exceptional private client tax services.
- Benefits: Enjoy a clear path to partnership and opportunities for professional growth.
- Why this job: This role offers mentorship, strategic planning involvement, and a chance to expand your network.
- Qualifications: Must have CTA qualification and experience with HNWI clients.
- Other info: Rutherford Briant values diversity and encourages all backgrounds to apply.
The predicted salary is between 72000 - 108000 £ per year.
Job Description
Rutherford Briant are recruiting for a Tax Director for a leading regional firm of Accountants in Essex.This regional firm based across East Anglia, are hiring for a Private Client Tax Director, and they are open to a hire of someone taking a sideways step in order to get the ability to progress to Partner, or as a potential first step at Director grade. The hire is a newly created position with the view of expanding this firms private client offering.The Private Client Tax service line is incredibly well regarded for the firm, and lots of their clients use multiple areas of the business, which should allow for a great opportunity to build your internal and external network which is vital to making that Partner step.Responsibilities:As a Private Client Tax Director, you will• Manage a portfolio of Private Client Tax clients, across the HNWIs, OMB and Trusts space within the UK• Own the budgeting and planning for the clients in your portfolio• Provide technical guidance to the members of the team, being a clear mentor to the team• Assist the current Partners with the service line strategic planning and decisions• Work with the business, and Partners to identify opportunities for service line development, and attend new business meetingsRequirements:As a Private Client Tax Director, you will need• CTA Qualification• Strong knowledge of technical areas of UK Personal taxes• Experience working with, and advising, HNWI and UNHWI clients• Ability to train and develop junior members of the team• Networking skills and an ability to convert leadsIf you are an experience professional within the Private Client Tax space, and looking for a role at Director grade, with a clear route to Partner – apply now, or get in touch to find out more information! Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Private Client Director employer: Rutherford Briant
Contact Detail:
Rutherford Briant Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director
✨Tip Number 1
Network actively within the accounting and tax community. Attend industry events, seminars, and workshops to meet potential colleagues and clients. Building relationships with other professionals can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Leverage your existing connections with HNWIs and UNHWI clients. Reach out to them for insights on their needs and preferences, which can help you tailor your approach when discussing your fit for the Private Client Tax Director role.
✨Tip Number 3
Stay updated on the latest trends and changes in UK personal taxes. Being knowledgeable about current regulations and best practices will not only enhance your credibility but also demonstrate your commitment to the role during discussions.
✨Tip Number 4
Prepare to discuss your mentoring experience in detail. Highlight specific examples of how you've trained and developed junior team members, as this is a key responsibility of the Private Client Tax Director position.
We think you need these skills to ace Private Client Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing Private Client Tax portfolios, particularly with HNWIs and UNHWIs. Emphasize your CTA qualification and any relevant technical knowledge of UK Personal taxes.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss your experience in mentoring team members and how you can contribute to the strategic planning of the service line.
Showcase Networking Skills: Provide examples in your application of how you've successfully built networks and converted leads in previous roles. This is crucial for the Private Client Tax Director position.
Highlight Leadership Experience: Detail any past experiences where you have trained or developed junior team members. This will demonstrate your capability as a mentor and leader within the firm.
How to prepare for a job interview at Rutherford Briant
✨Showcase Your Technical Knowledge
As a Private Client Tax Director, it's crucial to demonstrate your strong knowledge of UK personal taxes. Be prepared to discuss specific tax scenarios and how you would approach them, showcasing your expertise and problem-solving skills.
✨Highlight Your Mentorship Experience
Since the role involves mentoring junior team members, share examples of how you've successfully trained or guided others in your previous positions. This will illustrate your leadership capabilities and commitment to team development.
✨Discuss Networking Strategies
Networking is vital for this position, especially when it comes to converting leads. Prepare to talk about your past networking experiences, how you've built relationships with clients, and any strategies you use to expand your professional network.
✨Express Your Vision for Service Line Development
The firm is looking for someone who can assist in strategic planning and identify opportunities for service line development. Come prepared with ideas on how you could contribute to expanding their private client offering and enhancing client satisfaction.
