Career Opportunity: Pathway to Directorship in a Growing Private Client Team
Join this rapidly expanding Private Client Team, where you'll manage the tax affairs of private equity funds, unincorporated businesses, trusts, high-net-worth individuals, and successful entrepreneurs. You'll not only solve a dynamic range of technical challenges but also build lasting relationships with clients, positioning yourself as their trusted advisor.
Why This Role is a Step Toward Directorship:
This position offers a clear progression to Directorship, where you'll work closely with directors and partners, giving you the opportunity to enhance your leadership skills, contribute to strategic decision-making, and take on increasing responsibility.
Key Requirements:
* Comprehensive and up-to-date knowledge of taxation, particularly advising high-net-worth individuals, families, and wealth protection structures.
* Proven experience managing a portfolio of clients, overseeing engagement, billings, and identifying new opportunities.
* Expertise in providing private client and trust compliance and advisory services, while utilizing shared service resources effectively.
* Understanding of risk management within client engagement and the firm's operations.
Leadership & Development:
* Guide, supervise, and mentor less experienced colleagues, fostering their growth while enhancing your leadership capabilities.
* Champion continuous improvement by challenging current practices and leading the charge for change.
* Take ownership of decisions and actions, both for yourself and others, while driving key projects of varying complexity.
* Support the firm's growth by identifying and capitalizing on business development opportunities.
Qualifications:
* Degree educated and CTA and/or ACA qualified (or equivalent).
* Strong track record in managing complex tax advisory services, including succession planning, restructuring, and reviewing intricate UK tax computations and returns.
Your Role in Progressing to Directorship:
* Manage a portfolio of high-net-worth clients with complex needs, working alongside directors and partners to deliver a personalized, client-focused service.
* Oversee WIP, recoveries, and billing while ensuring adherence to the firm's quality control procedures.
* Actively contribute to business development by identifying risks, technical challenges, and opportunities for growth.
This is more than just a role; it's a career-defining opportunity that offers a pathway to Directorship. If you are keen to hear more please send your details to jennifer.nelson@pro-tax.co.uk
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