At a Glance
- Tasks: Lead a talented team in delivering high-level tax advisory services to private clients.
- Company: A highly regarded accountancy firm with a strong focus on client relationships.
- Benefits: Flexible working options, clear progression pathway towards Partner, and a collaborative environment.
- Other info: Opportunity for personal growth and influence within a dynamic team.
- Why this job: Shape the future of private client services while making a real impact in a strategic leadership role.
- Qualifications: CTA qualified with strong experience in private client tax, particularly in trusts and estates.
The predicted salary is between 80000 - 100000 £ per year.
Are you an experienced Private Client Tax specialist looking for a strategic leadership role within a growing and highly regarded accountancy firm? Hays are working in partnership with a leading firm in Bury St Edmunds who are looking to appoint a Senior Manager or Director, a pivotal role within their private client tax team. You will play a key role in shaping the advisory offering, leading a talented team and working closely with senior stakeholders, with a clear route towards partner.
The Role
As a Private Client Tax Director, you will take a leadership position within a well‑established private client function. You will oversee a significant client portfolio while delivering high‑level advisory services across complex personal tax matters. This is a senior, client‑facing role, combining technical expertise, commercial awareness and people leadership.
Key Responsibilities
- Client Leadership & Advisory
- Act as a trusted adviser to a portfolio of high‑value private clients
- Deliver strategic tax planning advice across areas such as IHT, trusts and estates
- Build long‑term client relationships and identify opportunities to add value
- Provide proactive, tailored solutions to complex client needs
- Technical Excellence & Oversight
- Lead complex advisory assignments and ensure high‑quality delivery
- Maintain the highest standards of technical accuracy and regulatory compliance
- Keep up to date with changes in tax legislation and identify planning opportunities
- Leadership & Team Development
- Lead, mentor and develop a high‑performing private client tax team
- Support succession planning and recruitment as the team grows
- Create a collaborative and positive working environment
- Business Development
- Support the continued growth of the private client offering
- Build relationships internally and externally to drive new business
- Work closely with other service lines to deliver a holistic client service
The Opportunity
- Established client base with a strong advisory focus to inherit
- Clear progression pathway towards Partner
- Opportunity to shape and influence the direction of the private client service line
- Flexible working options across regional offices
About You
- CTA qualified (essential)
- Strong private client tax advisory experience, particularly in trusts, estates and IHT
- Proven ability to manage client relationships and lead complex projects
- Commercially minded with an interest in business development
- Experience leading, mentoring and developing teams
If you're looking for a senior leadership role with real influence, strong progression prospects and the opportunity to develop a market‑leading private client offering, this is an excellent opportunity to explore further.
Private Client Tax Director in Cambridge employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Director in Cambridge
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Taxation, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Director in Cambridge
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Taxation's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Taxation. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Taxation!
How to prepare for a job interview at Taxation
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Taxation.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Taxation. It helps to show our commitment!
