Private Client - Director

Menzies LLP; Fareham; On-site; GBP 70,000 - 90,000; Full time

Job summary

A reputable tax advisory firm in Fareham is seeking a Private Client Tax Director to enhance its private client services. The ideal candidate will develop bespoke advice for high net worth individuals and lead a team, focusing on mentoring and financial management. Strong technical expertise and communication skills are essential for success in this leadership role. The firm promotes a culture of diversity and career growth.

Benefits

Career development opportunities

Private medical cover

Pension matching

Enhanced parental leave

Volunteering days

Wellbeing initiatives

Qualifications

• CTA qualified or equivalent.
• Strong technical advisory expertise is needed.
• Proven experience in Private Client tax planning required.

Responsibilities

• Providing bespoke advice across personal taxation for high net worth individuals.
• Leading HMRC enquiry matters and maintaining client communication.
• Mentoring and developing managers and trainees.

Skills

CTA qualified or equivalent

High level of technical advisory expertise

Self-starter capable of motivating and developing the team

Experience in Private Client tax planning

Excellent communication skills

Strong relationship building and networking skills

Knowledge of Private client taxation and planning

Coaching and People Management

Tax planning and advisory

Job description

Private Client Tax Director – Menzies LLP

Reporting to the Tax Partner, the Director role will focus on developing the Private Client services within the office and contributing to the strategic growth of the firm’s private client service line.

Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first-class team and, to do so, we know that we need a diverse mix of talented people doing their best work.

Location

Solent Office, Portsmouth, England, United Kingdom

Key Responsibilities

• Providing bespoke advice across all areas of personal taxation for ultra high net worth and high net worth individuals
• Assisting Tax Partners and Partners with complex enquiries and ensuring planning and cross‑selling opportunities are identified and followed up
• Assisting in generating new work and developing relationships with intermediaries
• Developing the office’s private client team with a focus on enhancing their advisory and business development skills.
• Leading HMRC enquiry matters
• Reviewing the wider client base and identifying additional opportunities
• Maintaining regular communication with all clients and related third parties
• Working in a team with direct responsibility for the mentoring, developing and training of managers & trainees
• Preparing budgets, completing work within budget and reporting to Partners on financial management.

Skills, Knowledge & Expertise

• CTA qualified or equivalent
• High level of technical advisory expertise
• Self‑starter capable of motivating, driving and developing the team
• Experience in Private Client tax planning
• Excellent communication skills at all levels, ability to explain complex technical points simply
• Strong relationship building, networking and business development skills
• Knowledge of Private client taxation and planning, planning for owner‑managed businesses, Inheritance Tax planning, Trusts and Estate planning (ideally)
• Coaching and People Management
• Tax planning and advisory

Job Benefits

• Career Development: learning opportunities, career coaching
• Competitive Benefits: private medical cover, pension matching, enhanced parental leave
• Flexibility: agile working embedded in culture
• Perks: volunteering days, wellbeing initiatives, more