Tax Director

Client Focus

Transactions and Entrepreneurial Shareholders, Ultra-High Net Worth Individuals, International clients, Partnerships, Investigations and Enquiries. We work with a variety of high-net-worth individuals – from stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms, landed estates and senior members of private equity firms; who may be tax resident and/or domiciled in a range of jurisdictions. We also specialise in providing advice to Family Offices, Trusts, Estates, and Partnerships.

• Advising clients in relation to their personal and broader family wealth international tax position, with an understanding of fund related investments and remuneration structures such as carried interest.
• Ensuring advice provided by you directly and by your client teams meets expected standards, including being technically correct/accurate, minimising risk and ensuring an excellent level of client service is maintained throughout.
• Line managing and managing the performance levels of multiple members of staff in your team.
• Delegating work to other members of the team and having the ability to train and develop their understanding in both technical and soft skills.
• Detailed and comprehensive knowledge of UK personal tax, with a particular focus on Fund related tax matters, international tax issues (such as the remittance basis, domicile, offshore trusts, the TOAA and s.3 anti-avoidance provisions, IHT) and the ability to involve other colleagues within the firm where necessary.
• Client engagement and onboarding, management and building relationships, ensuring all internal and external deadlines are met.
• Taking the lead on the final billing decisions, including scope of work and quotes, and assisting the managers in working towards prompt payments.
• Responsibility for the recovery and utilisation of the projects and clients for yourself and the team.

• ACA/ACCA and/or CTA qualified (or equivalent).
• Experience of signing out UK tax advice and dealing with client tax requirements.
• Excellent written and verbal communication skills, including providing a high standard of service to clients.
• Experience of managing junior staff and a team.
• A keen and insightful appreciation of the issues facing clients and an ability to deliver bespoke tax solutions to meet their needs.