Private Client Tax Director

Posted 3 hours 26 minutes ago by Insite Public Practice Recruitment Limited

£80,000 - £90,000 Annual
Permanent
Full Time
Other
Suffolk, United Kingdom
Job Description

Job Title: Private Client Tax Director

Location: Bury St Edmunds, Suffolk - 3 days in office, 2 days from home

Salary: £80,000 - £90,000 + benefits package!

The Role:

As a Private Client Tax Director, you provide strategic leadership, offering expert advice on complex personal tax planning and compliance matters. You will oversee significant client portfolios, drive business development, and mentor senior team members. Your role focuses on delivering exceptional client service and advancing the firm's growth and reputation. Role responsibiltiies will include:

  • Taking a dynamic and flexible approach to decision making, using live data to recognise when different approaches are required
  • Hold genuinely open discussions, listen to others views, and show a willingness to compromise
  • Able to present a range of possible decision making options to stakeholders, highlighting the positive and negative implications of each to reach a decision
  • Identify and extract relevant data to support a decision from a large volume and wide range of sources
  • Consistently demonstrate awareness and sound judgement on decisions which are able to be made autonomously and escalates those that cannot to more senior stakeholders
  • Actively review and adapt past decisions where data suggests original expectations are not being met
  • Communicate direction clearly and brings colleagues along on the journey balancing business priorities and people priorities with respect
  • Trust and appropriately empower team members
  • Has oversight of wider team's development and their future career progression and leads the support strategies.
  • Lead by example by openly pursuing continuous personal and professional development and demonstrates self-awareness
  • Strategically develop and refine own external network and show evidence of winning work from this network for own team and for the firm more widely
  • Identify the commercial realities of a client engagement and is able to seek agreement across service lines on approach to fee setting and fee growth
  • Take the lead on ensuring minimum pricing initiatives are followed and is proactive in RRR reviews.