At a Glance
- Tasks: Lead personal tax compliance and trust accounting for high-net-worth clients.
- Company: International law firm with a strong private client practice.
- Benefits: Senior leadership role with opportunities for growth and collaboration.
- Other info: Dynamic environment with a collaborative leadership style.
- Why this job: Shape a key function while working on complex, high-value client matters.
- Qualifications: Professionally qualified with extensive personal tax compliance experience.
The predicted salary is between 80000 - 100000 £ per year.
The private client practice advises high-net-worth individuals, families, trustees and related structures on a wide range of tax, fiduciary and advisory matters. The Tax & Accounting team plays a key role in delivering this offering, with responsibility for:
- Personal tax compliance for UK and international clients
- Trust administration and tax reporting
- Regulatory reporting and interaction with tax authorities
- Supporting wider advisory work across private client matters
The team works with a diverse client base including entrepreneurs, senior executives and globally mobile individuals with complex financial affairs.
This is a leadership role with responsibility for managing the personal tax and trust accounting function, including supervision of a small specialist team. The successful candidate will take ownership of a mixed portfolio of private clients and play a critical role in supporting broader advisory work across the practice. The position offers a high degree of autonomy, with direct interaction with senior stakeholders and involvement in complex, high-value client matters.
Key Responsibilities- Leading the personal tax compliance function, including oversight of annual reporting cycles
- Managing a portfolio of UK and international private clients
- Advising on complex technical matters, including:
- Statutory residence and domicile
- Remittance basis and international tax considerations
- Estate and inheritance tax matters
- Overseeing trust accounting and tax compliance, including:
- Periodic and exit charge reporting
- Capital gains tax considerations
- Trust registrations and ongoing regulatory obligations
- Supervising and supporting trust and tax team members, providing technical guidance and oversight
- Managing interactions with tax authorities, including enquiries, investigations and disclosures
- Overseeing international reporting requirements (e.g. AEOI frameworks)
- Providing technical input to support legal/advisory colleagues on complex client matters
- Delivering bespoke tax and accounting support on ad hoc projects
- Professionally qualified (e.g. ACA, CTA, STEP or equivalent)
- Extensive experience in personal tax compliance
- Strong technical knowledge of UK tax, with exposure to trusts and fiduciary structures
- Experience advising high-net-worth and/or internationally mobile clients
- Demonstrated ability to manage a team and oversee complex workflows
- Strong technical and analytical capability
- High attention to detail and commitment to quality
- Commercial and pragmatic approach to problem solving
- Strong interpersonal and communication skills
- Organised, proactive and capable of managing competing priorities
- Collaborative, hands-on leadership style
- Senior leadership role within an established private client practice
- Exposure to complex and high-value client work
- Opportunity to shape and develop a key function
- Close collaboration with senior stakeholders across the business
- Scope for growth and long-term career progression
Head of Private Client Tax - Law firm employer: Taylor Root
As a leading international law firm, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to excel. The Head of Private Client Tax role offers not only the chance to lead a specialist team but also the opportunity to engage with high-net-worth clients on complex tax matters, ensuring meaningful contributions to their financial success. With a strong focus on professional development and collaboration with senior stakeholders, this position is ideal for those seeking to advance their careers in a supportive environment that values expertise and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Private Client Tax - Law firm
✨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 Taylor Root, 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 Head of Private Client Tax - Law firm
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 Taylor Root'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 Taylor Root. 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 Taylor Root!
How to prepare for a job interview at Taylor Root
✨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 Taylor Root.
✨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 Taylor Root. It helps to show our commitment!
