Butler Rose are proud to be working with a dynamic and expanding Top 100 accountancy firm renowned for their commitment to excellence and bespoke client service. With offices strategically located in Northamptonshire, Buckinghamshire, and London, they offer a full suite of services to private clients, businesses, and charities.
They are now looking for an accomplished and forward-thinking Private Client Tax Director with a specialism in Trusts and Estates to join their growing team. The successful candidate will lead their private client tax practice, managing a diverse portfolio of high-net-worth individuals, families, and trusts. This role involves providing expert strategic tax planning and advisory services, with a focus on trusts, estates, and succession planning.
What's on Offer?
- Competitive salary and benefits package.
- Opportunities for professional development and career progression.
- A supportive and collaborative working environment.
- Hybrid and Flexible working
- Bonus
- Competitive holiday package + Birthday off
- Option to buy additional holiday days
- Contributory pension
- Private healthcare
- External health & wellbeing support
- Subsidised gym membership
- Fully funded professional training
- Regular social events
- Regular funded lunches
- Free parking at all sites
Key Responsibilities:
- Lead and develop the Private Client Tax team, offering guidance and mentorship to junior staff members.
- Manage a varied portfolio of private clients, including high-net-worth individuals, families, and trusts.
- Provide strategic tax planning and advisory services, specialising in trusts, estates, inheritance tax, and succession planning.
- Maintain and build strong client relationships, offering personalised advice to meet their specific needs.
- Ensure compliance with all relevant tax legislation and stay updated with changes in tax laws.
- Collaborate with other departments within the firm to deliver comprehensive and integrated services to clients.
- Drive business development initiatives to expand the private client tax practice.
About You:
- ACA/CTA or equivalent qualification is essential; the STEP qualification is highly desirable.
- Extensive experience in private client tax, with a strong focus on trusts and estates.
- Proven ability to manage a portfolio of high-net-worth clients, delivering exceptional client service.
- Deep technical knowledge of UK tax legislation relating to trusts, estates, inheritance tax, and succession planning.
- Strong leadership and management skills, with the ability to mentor and develop junior team members.
- Excellent communication and interpersonal skills, with the ability to build and maintain lasting client relationships.
- Proactive and commercial mindset, with a focus on business development and practice growth.
If you are a dedicated and experienced Private Client Tax professional looking for a new challenge, please contact Victoria Newing ASAP on or send your CV to v . newing @ butlerrose . com
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.