Ourclient a leading firm of chartered accountants based in Reading isrenowned for delivering highquality accounting and tax services toa diverse portfolio of clients. The firm prides itself on itsprofessional excellence innovative solutions and commitment toclient satisfaction. They are currently seeking an experienced anddynamic Private Client Tax Director to join their thrivingteam.
Asa Private Client Tax Director you will play a pivotal role inmanaging and developing the firms private client tax services. Thisis a senior leadership position with a route to Partnership whereyou will oversee a dedicated team manage key client relationshipsand provide strategic tax planning and advisory services. Yourexpertise will contribute to the firms growth and reputation in themarketplace.
KeyResponsibilities:
* ClientManagement andAdvisory:
o Serveas the primary point of contact for a portfolio of highnetworthindividuals families andtrusts.
o Providecomprehensive tax planning compliance and advisory servicestailored to each clients uniquecircumstances.
o Developand implement innovative tax strategies to optimize clients taxpositions.
* TeamLeadership andDevelopment:
o Leadmentor and develop a team of tax professionals fostering acollaborative and highperforming workenvironment.
o Conductregular performance reviews and support continuous professionaldevelopment within theteam.
* BusinessDevelopment:
o Identifyand pursue new business opportunities leveraging existing networksand developing newrelationships.
o Participatein marketing and networking activities to promote the firm sprivate client taxservices.
* TechnicalExcellence andCompliance:
o Stayabreast of the latest tax legislation regulations and industrytrends to ensure the firms services are compliant andcuttingedge.
o Providetechnical guidance and support to the team on complex taxissues.
* StrategicContribution:
o Contributeto the firms strategic planning and business developmentinitiatives.
o Collaboratewith other directors and partners to achieve the firms overallobjectives.
Requirements
* ACA/ACCA/CTAqualified orequivalent.
* Extensiveexperience in private client tax within a professional servicesenvironment.
* Proventrack record in managing a portfolio of private clients includinghighnetworth individuals andtrusts.
* Strongleadership and team managementskills.
* Excellentcommunication and interpersonal skills with the ability to buildand maintain clientrelationships.
* Indepthknowledge of UK tax legislation and experience in providing taxplanning and advisoryservices.
* Demonstratedbusiness development and networkingabilities.
* Strategicthinker with a proactive and solutionorientedapproach.
* Highlevel of professionalism andintegrity.
* Strongattention to detail and organizationalskills.
Benefits
* Salarycircaper annum.Negotiable.
* Routeto partnership onoffer.
* Comprehensivebenefits package including pension healthcare and professionaldevelopmentsupport.
* Opportunityto work with a leading firm and a diverse range of highprofileclients.
* Collaborativeand supportive workenvironment.
Pleasecontact Joe Potter on(tel)(mob) or via LinkedIn for aconfidential conversation.
Referafriend...
Were keen to remain the leading provider of the best accountancytalent in the SouthEast. We are continually exploring ways toexpand our network and we know that great candidates like you canintroduce us to other equally brilliant people. We re looking towork with the best accountancy practice and tax staff in theSouthEast so if your friends family or colleagues are considering anew opportunity and can demonstrate relevant experience wed love tospeak tothem.
Forevery candidate you refer and we subsequently place into apermanent position we will give you up to 500 of Love2Shopvouchers. (Terms & Conditionsapply).
ACCA / ACA / ATT or CTA qualified. Previous experience in personaltax compliance and planning is advantageous. Solid experienceworking within an accountancy practice. Ideally, 5+ years ofexperience in Personal Tax. Excellent communicationskills.