Private Client - Personal Tax Director

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We're a national law firm with a local reach. Our philosophy is 'we're legal and financial experts that care' - something you'll find in the way we work with our clients and how we support our teams. But we're more than just a law firm - we're a team of people working together to help individuals and businesses navigate life's ups and downs. Working here you'll feel a part of our friendly and inclusive environment.

We'll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.

We're always looking to support our colleagues to work in a way that works best for them and everyone else, including our clients, the business and the regulators. Please speak to a member of our Recruitment and Onboarding team for more information.

Your Role and What You'll Be Doing

We have one of the largest Private Client Teams in the UK. We work with individuals, non-doms, trustees, partnerships, charities, sole traders, and family businesses in managing their tax affairs both on the advisory and compliance side of matters. We work closely with colleagues across the firm to provide a joined-up service to individuals, owner managed businesses, and family offices combining expertise in all relevant taxes.

We are seeking a Private Client Personal Tax Director to join our high-performing and growing Private Client Team. You'll be part of a collaborative environment where knowledge-sharing and professional growth are at the core of our values.

This role focuses on supporting our lawyers and accountants to deliver tailored tax advisory services to affluent, high-net-worth, and ultra-high-net-worth individuals. You will lead on complex personal tax matters including Income tax, Capital Gains Tax, Inheritance Tax, Trusts, Non-Dom and International clients, offshore structures, and estate planning. Key responsibilities include:

• The role holder is not expected to have their own client portfolio but is expected to provide specialist tax support and knowledge to Partners and colleagues providing chargeable tax advice to clients. Some chargeable time recording is required.
• Providing chargeable technical tax advice to colleagues across our Private Client teams. Assisting Partners and colleagues with identifying specific client advisory issues to consider.
• Technical tax knowledge sharing across the Private Client Group. Providing technical guidance, supervising less experienced colleagues, supporting, training, mentoring and advising others.
• Provide leadership and guidance to junior members of the team, mentoring colleagues to support the development of their expert tax knowledge.
• Technical supervision on complex tax matters, including reviewing and signing off on complex tax returns and advisory matters.
• Provide a formal technical review of work meeting the firm's high-risk criteria.
• Monitoring and managing tax risk and quality.
• Ensure adherence to all regulatory requirements and maintain up-to-date knowledge of all personal tax laws.
• Pro-actively monitoring and communicating tax developments to the Private Client Group.
• Preparing, monitoring and updating tax technical precedents.
• Participate in the strategic planning and decision-making at department and firm levels.
• Represent the Private Client Group in meetings and presentations concerning personal tax.
• Leading tax planning and advisory projects alongside Partners.
• Managing and developing internal and external relationships.
• Creating ideas and technical content for marketing material and initiatives, writing articles for tax journals etc.
• Collaborating with Partners to help develop new business within the team and build on existing relationships.
• Identifying opportunities for business development and growth in tax advice across the Private Client Group, and contributing to business development initiatives, to include horizon scanning and thought leadership.

About You

• Is ACA, ACCA, or CTA -qualified with strong private client tax advisory experience.
• Has an in depth, up to date knowledge of taxation with experience of advising affluent and high net worth individuals, their families and wealth protection structures.
• Has strong experience and the ability to lead projects and provide support to the wider private client team as a technical expert on a wide range of personal and inheritance tax matters.
• Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations.
• Has experience of managing a complex portfolio of clients including identification of new opportunities.
• Has experience of collaborating and consulting with colleagues and Partners on technical and risk matters.

Location

Flexible. We have main offices in London, Birmingham, Manchester, Leeds, and Chichester. Flexible working with at least 2 days per week in the office.

Our Benefits - What We Can Offer You

• 25 days holidays as standard plus bank holidays - You can 'buy' up to 35hrs of extra holiday too.
• Generous and flexible pension schemes.
• Volunteering days - Two days of volunteering every year for a cause of your choice (fully paid).
• Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you're fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!

Our responsible business programmes are fundamental to who we are and our purpose. We're committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It's made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

Additional Information

As part of the Irwin Mitchell Group's on-boarding process all successful applicants are required to complete the group's employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, colleagues, clients, partners and other stakeholders.

We carry out pre employment screening to establish your eligibility to work in the UK, criminal record and financial checks with our trusted 3rd parties.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.

If the role is homeworking you will be assigned to your closest office and travel may be required in line with business need to that office.

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