Private Client Tax Director

Morgan McKinley

  • London
  • Permanent
  • Full-time
  • 1 month ago
A leading Top 5 Accounting firm are recruiting for a Private Client Tax Director to join their team in Central London. The role sits within their Private Capital Team which is part of the wider Private Client Services Tax Team. The team focuses on individuals who are building their wealth though Private Equity, Investments, Funds and Alternatives Investment Funds. Prior experience in this area is not required.As a Director you will utilise a commercial approach when developing and maintaining client relationships, and you will take the lead on a variety of interesting, often complex advisory projects and technical assignments.Your responsibilities as a Director will include:
  • There will be an expectation that you will take full responsibility for project delivery on your portfolio
  • Review of work prepared by more junior members of staff
  • To ensure assignments are completed within agreed budgets and keep client/Partner informed of changes in scope / overruns and plan staff assignments in order to give an appropriate spread of experience
  • Identify risk and technical matters, as well as selling opportunities, to the Partner, whilst exercising judgement within agreed parameters.
  • Provide overall support to Partners on client matters and assist Partners in the management and leadership of the group, this will include support at times for the recruitment and management of staff
  • A key skill will be the ability to recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise
About you:
  • Maintain an in depth, up to date, knowledge of relevant aspects of Private Client taxation.
  • Acknowledged as an expert in their specialist field and able to deal with complex tax issues.
  • Educated to degree level; and/or CTA and/or ACA qualified or equivalent.

Morgan McKinley