At a Glance
- Tasks: Manage high-net-worth client relationships and oversee compliance cycles.
- Company: High-profile accountancy firm with a dynamic Private Client Tax team.
- Benefits: Flexible hybrid working, career progression, and supportive team environment.
- Other info: Opportunity for career growth and excellent work/life balance.
- Why this job: Join a thriving team and make a real impact in personal tax advisory.
- Qualifications: CTA qualified with experience in advising HNWIs.
The predicted salary is between 51750 - 63250 £ per year.
Our client is a high-profile accountancy firm that is continuing to grow across theregion.
Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms / international wealth on all areas of their UK personal taxation.
The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Director.
The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team.
Genuine scope exists to progress on towards Director grade with the support of the team's Partners.
The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.
Key elements of the role will include: Managing HNW client relationships as their primary point of contact.
Overseeing their annual compliance cycle and a team of junior tax advisers Handling high-end ad hoc income and capital taxes planning projects.
Advising on CGT, IHT, domicile/residence issues and the use of trust structures Working closely with leading Partners where required.
Identifying potential planning opportunities and assisting with marketing and networking initiatives.
As very much a client-facing role, you will require excellent communication and relationship management skills.
The CTA qualification is a pre-requisite, along with experience of advising international as well as domestic HNWIs.
This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance.
We’re Hiring: Personal Tax Director - Leeds 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.
