Personal Tax Director - Swindon

Taxation; Greater London; Hybrid; GBP 85,000 - 100,000; Full time

Job summary

A respected accountancy practice in Greater London is looking for a Director or Senior Manager to join their Private Client Tax team. The role involves delivering personal tax advisory services to high net worth clients, mentoring team members, and engaging in business development. A strong knowledge of UK tax laws is essential, alongside a CTA qualification. The position offers hybrid working options and a salary range of £85k-£100k plus benefits.

Qualifications

• Strong experience in personal tax advisory services for high net worth clients.
• Ability to manage client relationships effectively.
• Experience in succession planning and trust management.

Responsibilities

• Deliver personal tax advisory services to HNW clients.
• Mentor and develop a team of advisers.
• Engage in business development and networking initiatives.

Skills

Excellent communication skills

Interpersonal skills

In-depth knowledge of UK income tax

Understanding of CGT and IHT

Mentoring skills

Education

CTA qualification

Job description

A rare opportunity to join the thriving Private Client Tax team of a respected accountancy practice.

You’ll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You’ll also mentor a team of advisers, developing their skills and ensuring high quality client service levels.

This is a high profile, client relationship management role, requiring excellent communication and interpersonal skills. An in-depth knowledge of UK income tax, CGT and IHT as it applies to HNW private clients and their families is important. The CTA qualification is a pre‑requisite.

You’ll get involved with a broad range of private client tax work including succession planning, the use of trusts and family investment companies, advice regarding residence and the new FIG regime.

As one of the key members of the Private Client Tax team, you’ll also work alongside Partners on related business development and networking initiatives, enabling you to build a name across the region.

Based in Swindon (or potentially Bath), the role offers hybrid working 2-3 days a week. The position would suit an existing Director seeking a new challenge in a friendly, sociable and supportive environment. Alternatively, the team would consider a good Senior Manager ready to step up to Director grade.

Salary will be dependent on experience but is likely to be in the region £85k-£100k + benefits.

To find out more, just email [e-mail] quoting reference 5217s

Alternatively, simply apply below: