Private Client Tax Director: Lead & Grow HNWI Advisory

Consortium of Lesbian, Gay, Bisexual and Transgender Voluntary and Community Organisations Limited; Fareham; On-site; GBP 70,000 - GBP 100,000; Full time

Job summary

A leading tax advisory firm in Fareham is looking for a Director to enhance Private Client services. This role involves delivering bespoke tax advisory services to high net worth individuals, developing the private client team, and working closely with Tax Partners to identify growth opportunities. The candidate should have a CTA qualification, a strong advisory background, and excellent interpersonal skills, with a commitment to client care and team development. Competitive benefits and career development opportunities are included.

Benefits

Private medical cover

Pension matching

Enhanced parental leave

Volunteering days

Wellbeing initiatives

Qualifications

• Experience in Private Client tax planning.
• Excellent inter‑personal skills and communication ability.
• Self-starter with motivation and team development skills.

Responsibilities

• Deliver bespoke advice across personal taxation for high net worth clients.
• Assist in developing the office’s private client team.
• Maintain communication with clients and identify cross-selling opportunities.

Skills

Technical advisory expertise

Client care

Relationship building

Tax planning and advisory

Coaching and People Management

Education

CTA qualification or equivalent

Job description

A leading tax advisory firm in Fareham is looking for a Director to enhance Private Client services. This role involves delivering bespoke tax advisory services to high net worth individuals, developing the private client team, and working closely with Tax Partners to identify growth opportunities. The candidate should have a CTA qualification, a strong advisory background, and excellent interpersonal skills, with a commitment to client care and team development. Competitive benefits and career development opportunities are included.