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Private Client Director

Rutherford Briant

Chelmsford

On-site

GBP 60,000 - 80,000

30+ days ago

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An established regional firm is seeking a Private Client Tax Director to lead their private client tax services. This newly created role offers an exciting opportunity to manage a diverse portfolio of high-net-worth individuals and trusts while providing mentorship to a talented team. The firm values internal networking and offers a clear pathway to partnership, making this a perfect opportunity for those looking to advance their careers in a supportive environment. If you're an experienced tax professional ready to take the next step, this role could be your gateway to a fulfilling career.

CTA qualification required with strong knowledge of UK personal taxes.
Experience advising HNWI and UNHWI clients is essential.

Manage a portfolio of Private Client Tax clients, focusing on HNWIs and Trusts.
Provide technical guidance and mentor team members.

UK Personal Taxes

Networking Skills

Mentoring

Client Management

CTA Qualification

Rutherford Briant are recruiting for a Tax Director for a leading regional firm of Accountants in Essex.

This regional firm based across East Anglia, are hiring for a Private Client Tax Director, and they are open to a hire of someone taking a sideways step in order to get the ability to progress to Partner, or as a potential first step at Director grade. The hire is a newly created position with the view of expanding this firm's private client offering.

The Private Client Tax service line is incredibly well regarded for the firm, and lots of their clients use multiple areas of the business, which should allow for a great opportunity to build your internal and external network which is vital to making that Partner step.

Responsibilities:

As a Private Client Tax Director, you will:

Manage a portfolio of Private Client Tax clients, across the HNWIs, OMB and Trusts space within the UK
Own the budgeting and planning for the clients in your portfolio
Provide technical guidance to the members of the team, being a clear mentor to the team
Assist the current Partners with the service line strategic planning and decisions
Work with the business, and Partners to identify opportunities for service line development, and attend new business meetings

Requirements:

As a Private Client Tax Director, you will need:

CTA Qualification
Strong knowledge of technical areas of UK Personal taxes
Experience working with, and advising, HNWI and UNHWI clients
Ability to train and develop junior members of the team
Networking skills and an ability to convert leads

If you are an experienced professional within the Private Client Tax space, and looking for a role at Director grade, with a clear route to Partner - apply now, or get in touch to find out more information!

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.

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