Private Client Tax Director

Base pay range

Direct message the job poster from Insite Group

Job Title:
Private Client Tax Director

Reporting to the Tax Partner, the Director role will be focussed on developing the Private Client services within the office and contributing to the strategic growth of the firm's private client service line. The successful candidate will provide advisory services to clients and form an integral part of the Advisory Tax leadership team with scope for career progression. The day-to-day will include:

• Assisting Tax Partners and Partners with more complex enquiries and ensuring planning and cross-selling opportunities are identified and followed up
• Assisting in generating new work and developing relationships with intermediaries
• Developing the office's private client team with a focus on enhancing their advisory and business development skills.
• Leading HMRC enquiry matters
• Maintaining regular communication with all clients and related 3rd parties
• Working in a team with direct responsibility for the mentoring, developing and training of managers & trainees
• Preparing budgets, completing work within budget and reporting to Partners on good financial management

• CTA qualified or equivalent
• High level of technical advisory expertise
• Able to demonstrate relevant practical experience in Private Client tax planning
• Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical point for clients to understand
• Strong relationship building, networking, and business development skills
• Coaching and People Management

Director

Full-time

Accounting/Auditing

Accounting and Financial Services