Head of Private Client Tax

In-house

Cheltenham

Due to a continued period of growth, this independent financial planning group is looking for a talented, qualified and driven individual to lead a new division within the business which is already in the early stages. As the Head of Private Client Tax, you will be responsible for continuing the design, delivery and execution of personal tax and legal compliance services and tax planning to existing clients of the group.

This is a fantastic, new opportunity for an ambitious private client tax specialist looking for a Senior role to project lead the continued development and implementation of Private Client tax services in this venture which will support the organisation to achieve its vision and strategic goals. You will be required to work collaboratively with key stakeholders within the business, including the Board, Operations, IT, and Marketing during the design and implementation stage and then develop excellent working relationships with Financial Planners in the delivery of the service to clients. This is a great development opportunity to grow and lead a team in the future.

Main responsibilities:

To provide high calibre Private Client tax, trust, and legal services to clients including HNWs.
Building strong relationships within the business to maximise new business opportunities.
Ensure Financial Planners and their clients’ needs are satisfied compliantly and efficiently.

Qualifications, skills and experience:

Chartered Accountant / Chartered Tax Advisor or qualified Private Client Tax Legal Professional.
Experience of leading personal tax services including tax returns and tax planning to private clients; experience of looking after HNW clients.
A proven track record providing high levels of service and advice.
Ability to work under pressure and prioritise own workload.
Strong business acumen with experience of leading a team.
Budget management and financial controls experience.
Enthusiasm and ambition.

The business fully supports hybrid working and has both working from home and flexible working policies. For this particular role, we would expect the candidate to be based at the Head Office in Cheltenham one or two days per week. Cheltenham is ideally located for candidates commuting from across Gloucestershire, Worcestershire, Oxfordshire, and Bristol/Bath.

The role attracts a very generous package dependent on experience.

For further details, please contact Jane Passingham.

REF:493

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Head of Private Client Tax