Private Client Tax Director

Xeinadin Group Limited; Cardiff; On-site; GBP 70,000 - 100,000; Full time

Job summary

Une entreprise de conseil fiscal de premier plan recherche un Private Client Tax Director pour rejoindre son équipe en pleine croissance. Le candidat idéal travaillera avec des clients fortunés, fournissant des conseils fiscaux de haute qualité et mentorat à des membres juniors de l'équipe. Ce rôle hybride permet de travailler à distance avec des déplacements réguliers vers les bureaux.

Benefits

Schemes de pension d'entreprise

25 jours de congés annuels + jours fériés

Possibilité d'acheter jusqu'à 5 jours de congé

Fermeture de l'entreprise pendant Noël

Assurance vie x4 du salaire annuel

Programmes d'aide aux employés

Qualifications

• Expérience prouvée en fiscalité des clients privés dans un environnement de services professionnels.
• Connaissance approfondie de la législation fiscale personnelle au Royaume-Uni.
• Capacité à gérer une équipe et à jongler avec plusieurs priorités efficacement.

Responsibilities

• Gérer un portefeuille diversifié de clients privés, y compris des individus fortunés et des fiducies.
• Superviser la préparation et l'examen des déclarations fiscales complexes.
• Contribuer au développement commercial, y compris la participation à des événements de réseautage.

Skills

Communication

Commercial acumen

Team management

Tax legislation knowledge

Education

CTA qualified or ACA/ACCA

STEP qualification

Job description

Full details of the job.

Vacancy Name

Vacancy Name Private Client Tax Director

Vacancy No

Vacancy No VN1162

Employment Type

Employment Type Permanent

Duration

Duration N/A

Location City

Location City Cardiff

Location Country

Location Country United Kingdom

Company Description

Company Description Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It's our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 2500 colleagues operate collaboratively, combining collective expertise to maximise potential.

Description

Description Xeinadin is increasing its Tax Advisory offering across the group and adding to its technical team operating at local and national level across the UK, complementing the work of existing tax teams in regional offices, ensuring excellence in tax planning and advice across our client base.

We are seeking an experienced and driven Private Client Tax Manager or Senior Manager to join our established and growing Private Client Services team. You will work closely with HNWIs, entrepreneurs, family offices, and trusts, delivering high-quality tax advice and compliance services.

This is a key role with scope to influence client relationships, develop team members, and contribute to the wider strategic goals of the firm.
This role can be based in the South of England, mainly remotely if required but with regular travel to Xeinadin offices.

Key Responsibilities

Key Responsibilities • Manage a diverse portfolio of private clients including high-net-worth individuals, business owners, partnerships, and trusts.
• Oversee the preparation and review of complex self-assessment tax returns.
• Provide advisory services including inheritance tax planning, capital gains tax, non-domicile and residency planning, succession planning, and trust structuring.
• Liaise directly with clients, HMRC, and other professional advisers.
• Lead and mentor junior team members, providing training and performance feedback.
• Ensure work is completed to high technical and ethical standards, on time and within budget.
• Contribute to business development, including attending networking events, identifying opportunities, and supporting proposals.
• Keep up-to-date with changes in legislation and industry trends affecting private clients.

Key Requirements

Key Requirements • CTA qualified (or ACA/ACCA with strong tax experience).
• Proven experience in private client tax in a professional services environment.
• Strong technical knowledge of UK personal tax legislation, especially regarding HNWIs, trusts, and IHT/CGT planning.
• Excellent communication skills and client service orientation.
• Ability to manage a team and juggle multiple priorities effectively.

Additional Requirements

Additional Requirements • STEP qualification or interest in pursuing.
• Experience with non-domiciled clients and international tax matters.
• Business development experience or strong commercial acumen.

Model

Model Hybrid

Salary Competitive

Benefits • Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme – 24/7 support, free and confidential
• Corporate Discounts Platform

Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
• PMI single or family
• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental
*subject to exceptions and business needs