A professional services firm is seeking a Private Client Services Tax Director to join its expanding team. This role involves working with a diverse client base that includes high net worth individuals, entrepreneurs, owner-managed businesses, trusts, and families. The position requires overseeing clients' tax affairs and acting as a trusted adviser, aligning with both personal and commercial objectives. Joining this role means engaging with a broad range of complex tax matters while fostering strong relationships with clients through a relationship-driven approach.
The Private Client Services Tax Director will handle a varied portfolio of clients with complex structures and international considerations. This role requires both technical expertise and strong client-facing skills, along with sound judgement, leadership capability, and the ability to manage competing priorities. The Director will frequently interact with senior stakeholders and partners, contributing to the practice's growth and development through high-quality service delivery and identification of new business opportunities. Key responsibilities include managing high net worth and ultra-high-net-worth clients, providing advisory and compliance services, and advising on succession planning and complex tax matters.
The ideal candidate will have in-depth knowledge of private client taxation and experience advising high net worth individuals and managing a client portfolio. Required qualifications include a degree-level education and CTA and/or ACA qualifications or equivalent. The candidate must demonstrate a strong understanding of risk management and the ability to work proactively and independently. The firm offers a supportive, collaborative culture that emphasizes professional respect, flexibility, and continuous development, providing a valuable opportunity for personal career growth within the private client practice.