Private Client Tax Director — Lead & Grow Advisory Team

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

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.