Private Client Tax Director

The Role

As a Private Client Tax Director, you provide strategic leadership, offering expert advice on complex personal tax planning and compliance matters. You will oversee significant client portfolios, drive business development, and mentor senior team members. Your role focuses on delivering exceptional client service and advancing the firm’s growth and reputation.

• Take the lead on managing and building client relationships with Azets clients with responsibility for developing relationships on key clients
• Identifies and delivers service improvements
• Demonstrates a deep understanding of client underlying future needs
• Understands current & future forces that will shape and influence clients' needs
• Uses a variety of influence approaches for strategic impact
• Makes decisions based on maintaining long term relationships
• Delivers excellent client satisfaction as measured by relevant KPIs
• Manages client complaints in accordance with Azets processes
• Takes the lead on cross service line delivery on own client base. Technical Excellence
• Recognised as a technical expert
• Provides oversight and takes responsibility for ensuring that team members possess the necessary skills, knowledge and behaviours required to deliver accurate, high quality work for our clients and assesses the team’s ability to deal with future technical or regulatory developments and takes steps to address any skill gaps including managing talent / resource and software planning
• Have a broad knowledge of the more technical aspects of other services lines – be able to spot and talk at a high level about matters outside of own service line
• Thinks beyond own area to develop capability
• Ensures that quality is beyond a minimum level, with adherence to key processes and ensuring appropriate training is undertaken Commitment
• Proactive leadership of tasks to achieve business plan
• Creates and maintains positive environment
• Able to look holistically at department to promote wellbeing, and a collaborative environment
• Is able to pick up on the ‘mood’ of the business and take steps to raise team morale as appropriate
• Leading by example and consistently setting high standards for professionalism and ethical behaviour
• Champions the Azets brand, building on our portfolio of services, values, reputation, and market profile
• Supports the continued development of a consistent and unified Azets brand, strategy and values and is able to challenge colleagues and clients who are not demonstrating these behaviours. Attention to Detail
• Encourages team to raise standards and eliminate errors
• Tracks and acts on quality issues
• Is transparent and shares information with colleagues which could benefit the business, working with the partners in the team
• Is aware of the skills and abilities of those around them, communicating tasks clearly with deadlines and supporting through to completion
• Communicates to the team the bigger picture and objectives of an assignment and is able to strike a balance between seeking further detail and an efficient and commercial output
• Actively takes part in and contributes to the development of Azets quality monitoring processes in own part of the business. Efficiency
• Deals effectively with conflicting objectives, priorities and agendas
• Draws upon organisational data, understanding of market trends, and latest thinking to identify and take forward ideas for improvements and efficiencies
• Leads the way with digital transformation initiatives through clear understanding of the program and embedding throughout their team
• Is able to critically assess effective use of time, for example ensuring all meetings have a defined purpose and agreed output

• Takes a dynamic and flexible approach to decision making, using live data to recognise when different approaches are required
• Holds genuinely open discussions, listens to others views, and show a willingness to compromise
  
  Is able to present a range of possible decision making options to stakeholders, highlighting the positive and negative implications of each to reach a decision
• Is able to identify and extract relevant data to support a decision from a large volume and wide range of sources
• Consisten…