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Private Client Tax Director

Azets

United Kingdom

Hybrid

GBP 150,000 - 200,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a Director for a client-facing advisory role. This position offers a unique opportunity to collaborate with industry-leading Partners while managing a dedicated private client tax team. You will be responsible for delivering high-quality tax advisory services, overseeing complex tax planning projects, and developing strong relationships with high-net-worth individuals. With a focus on professional growth, this role provides a clear pathway to becoming a Partner within a top ten accountancy firm in the UK. Join a rapidly evolving company that values innovation, teamwork, and client success.

Benefits

Hybrid & Flexible Working
Birthday Leave
Professional Subscription

Qualifications

  • Qualified in CTA or equivalent with experience in tax advisory.
  • Strong knowledge of IHT, trusts, and estates.

Responsibilities

  • Deliver tax advisory services and manage client relationships.
  • Oversee a team of advisers and support their development.
  • Identify tax-sensitive issues and opportunities for clients.

Skills

Tax Advisory
Client Relationship Management
Research into Tax Legislation
Coaching and Development
Business Development

Education

CTA equivalent qualification
STEP qualification

Job description

Are you looking for that clear pathway to becoming a Partner? Are you interested in working for a rapidly evolving company? Ready to become a leader in your specialist field?

Who are Azets

Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have a wide network of employees and an abundance of inspiring opportunities to join one of our many offices!

We are a top ten accountancy firm in the UK and are the number one largest SME practice.

The Opportunity

Working closely with industry-leading Partners, the Director will perform an advisory-focused, client-facing role. In addition to undertaking personal tax planning projects, they will oversee a team of experienced advisers, manage client relationships and play a role in developing new business.

Day to day duties

  • Focusing on advisory - demonstrating the ability to fact find with clients, to deliver reports and ensure recommendations are included as well as step plans for implementation.
  • Identify tax sensitive expenditure and wider tax issues
  • Support the Tax Partners closely to deliver tax advisory services
  • Manage the private client tax team by hearing the voice of your team members, conduct appraisals, provide coaching of assignments to support the development of team skills
  • Establish strong working relationships with your own portfolio of clients through assignments and regular contact, including attending client meetings
  • Monitor your own utilisation, productivity and WIP
  • Confident providing guidance and feedback to others in the team


What are we looking for?

  • CTA equivalent qualified, STEP qualified would be an advantage to take on IHT and CGT advisory work.
  • Experience of dealing with HNW individuals, IHT and trusts and estates.
  • Strong technical knowledge and the ability to carry out research into complex areas of tax legislation, particularly in respect of IHT and trusts.
  • Ability to seek new business opportunities


What's in it for you?

Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more.

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