Personal Tax Director

Taxation; Greater London; Hybrid; GBP 150,000 - GBP 200,000; Full time

Job summary

A prominent accountancy firm in Birmingham seeks a Personal Tax Director to manage a portfolio of high-net-worth clients. This client-facing role demands strong communication and tax knowledge, focusing on income, capital taxation, trusts, and planning issues. Candidates must be CTA qualified and have experience advising wealthy entrepreneurs and families. You will also supervise junior tax advisers and engage in both compliance and planning projects. This role offers a supportive environment and flexible working arrangements.

Qualifications

• Experience advising high-net-worth entrepreneurs, business owners, and wealthy families.
• Track record of handling income and capital taxation, trusts, and domicile issues.
• Supervisory experience in tax advisory roles preferred.

Responsibilities

• Manage a portfolio of wealthy entrepreneurial private clients.
• Advise on income and capital taxation, and related planning issues.
• Engage in both ad hoc planning projects and complex compliance.

Skills

Client-facing communication skills

Tax technical knowledge

Supervising junior tax advisers

Education

CTA qualified

Job description

Do you have experience of advising HNW entrepreneurial private clients and their families? Are you looking to progress your personal tax career with a high-profile team, offering supported progression, high-end tax work and flexible hybrid working?

We’re working with a prominent accountancy firm that is looking to recruit a Personal Tax Director into its growing Birmingham team. You’ll take responsibility for a portfolio of wealthy entrepreneurial private clients, advising on related income and capital taxation, trusts, domicile and shareholder planning issues. This is very much a client-facing role, requiring excellent communication skills as well as strong tax technical knowledge

You’ll need to be CTA qualified with demonstrable experience in advising HNW entrepreneurs, business owners, wealthy families and ideally non doms. Experience of supervising junior tax advisers is important, along with tax advisory experience (the role involves both ad hoc planning projects and complex compliance). You’ll be keen to develop your skills and knowledge by working with leading partners in a supportive and encouraging environment. Ref 5159

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