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Private Client Tax Director

Cedar
Posted 9 hours ago, valid for 14 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Private Client Tax Director position in London offers a salary of up to £130,000.
  • The role is part of a succession plan within an established tax advisory firm, aiming to develop future partners.
  • Candidates are expected to manage a portfolio of high-net-worth individuals, trusts, and estates while providing UK tax compliance and planning services.
  • Applicants must be CTA-qualified and have experience advising high-net-worth and ultra-high-net-worth individuals, along with mentoring skills.
  • This role emphasizes professional growth, with clear pathways to advance to a Partner position.

Private Client Tax Director - London

up to £130,000

An established tax advisory firm seeks a Director to join its growing Private Client team as part of a succession plan where this individual will be able to progress to Partner. The role involves managing a portfolio of high-net-worth individuals, trusts, and estates, providing UK tax compliance and planning services, and contributing to the team's technical development.

Key responsibilities:

  • Oversee tax reporting, planning, and compliance for clients.
  • Support team members with technical queries, mentoring, and training.
  • Identify and pursue cross-selling opportunities.
  • Build and maintain professional networks to grow the client base.

Candidates must be CTA-qualified, experienced in advising HNW and UHNW individuals, and adept at mentoring others. This is a progression-focused role with clear opportunities to advance to Partner.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.