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- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join Xeinadin, a forward-thinking accountancy firm focused on trusted business advice for SMEs.
- Benefits: Enjoy remote work options, competitive salary, generous leave, and a supportive work environment.
- Why this job: Make a real impact by influencing client relationships and mentoring team members in a dynamic setting.
- Qualifications: CTA qualified with proven experience in private client tax and strong communication skills.
- Other info: Flexible working model with opportunities for professional development and networking.
The predicted salary is between 43200 - 72000 £ per year.
Full details of the job.
Vacancy Name
Vacancy Name Private Client Tax Director
Vacancy No
Vacancy No VN1162
Employment Type
Employment Type Permanent
Duration
Duration N/A
Location City
Location City Cardiff
Location Country
Location Country United Kingdom
Company Description
Company Description Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It\’s our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 2500 colleagues operate collaboratively, combining collective expertise to maximise potential.
Description
Description Xeinadin is increasing its Tax Advisory offering across the group and adding to its technical team operating at local and national level across the UK, complementing the work of existing tax teams in regional offices, ensuring excellence in tax planning and advice across our client base.
We are seeking an experienced and driven Private Client Tax Manager or Senior Manager to join our established and growing Private Client Services team. You will work closely with HNWIs, entrepreneurs, family offices, and trusts, delivering high-quality tax advice and compliance services.
This is a key role with scope to influence client relationships, develop team members, and contribute to the wider strategic goals of the firm.
This role can be based in the South of England, mainly remotely if required but with regular travel to Xeinadin offices.
Key Responsibilities
Key Responsibilities • Manage a diverse portfolio of private clients including high-net-worth individuals, business owners, partnerships, and trusts.
• Oversee the preparation and review of complex self-assessment tax returns.
• Provide advisory services including inheritance tax planning, capital gains tax, non-domicile and residency planning, succession planning, and trust structuring.
• Liaise directly with clients, HMRC, and other professional advisers.
• Lead and mentor junior team members, providing training and performance feedback.
• Ensure work is completed to high technical and ethical standards, on time and within budget.
• Contribute to business development, including attending networking events, identifying opportunities, and supporting proposals.
• Keep up-to-date with changes in legislation and industry trends affecting private clients.
Key Requirements
Key Requirements • CTA qualified (or ACA/ACCA with strong tax experience).
• Proven experience in private client tax in a professional services environment.
• Strong technical knowledge of UK personal tax legislation, especially regarding HNWIs, trusts, and IHT/CGT planning.
• Excellent communication skills and client service orientation.
• Ability to manage a team and juggle multiple priorities effectively.
Additional Requirements
Additional Requirements • STEP qualification or interest in pursuing.
• Experience with non-domiciled clients and international tax matters.
• Business development experience or strong commercial acumen.
Model
Model Hybrid
Salary Competitive
Benefits • Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme – 24/7 support, free and confidential
• Corporate Discounts Platform
Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
• PMI single or family
• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental
*subject to exceptions and business needs
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Private Client Tax Director employer: Xeinadin Group
Contact Detail:
Xeinadin Group 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 tax advisory field, especially those who work with high-net-worth individuals. Attend industry events and seminars to make connections that could lead to referrals or insider information about job openings.
✨Tip Number 2
Stay updated on the latest changes in UK personal tax legislation and trends affecting private clients. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Consider joining professional organisations such as STEP or the Chartered Institute of Taxation. Being part of these groups can enhance your credibility and provide access to exclusive job listings and networking opportunities.
✨Tip Number 4
Prepare to discuss your experience with non-domiciled clients and international tax matters during interviews. Highlighting your expertise in these areas can set you apart from other candidates and align with the needs 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 relevant experience in private client tax, particularly with high-net-worth individuals and trusts. Use specific examples to demonstrate your expertise in areas like inheritance tax planning and capital gains tax.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory services and your understanding of the role. Mention your qualifications, such as CTA or ACA/ACCA, and how they align with the company's mission and values.
Highlight Your Soft Skills: In your application, emphasise your communication skills and client service orientation. Provide examples of how you've successfully managed client relationships and mentored junior team members in previous roles.
Showcase Business Development Experience: If you have experience in business development, make sure to include it in your application. Discuss any networking events you've attended or opportunities you've identified that contributed to your previous firm's growth.
How to prepare for a job interview at Xeinadin Group
✨Showcase Your Technical Knowledge
As a Private Client Tax Director, you'll need to demonstrate a strong understanding of UK personal tax legislation. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues, especially those involving high-net-worth individuals and trusts.
✨Emphasise Client Relationship Skills
This role involves liaising directly with clients, so it's crucial to highlight your communication skills and client service orientation. Share examples of how you've built and maintained relationships with clients, particularly in challenging situations.
✨Demonstrate Leadership Experience
You'll be expected to lead and mentor junior team members. Prepare to discuss your leadership style and provide examples of how you've successfully managed teams, including any training or performance feedback you've provided.
✨Prepare for Business Development Questions
Since contributing to business development is part of the role, think about your past experiences in networking and identifying opportunities. Be ready to share strategies you've used to grow client portfolios or enhance service offerings.
