A fantastic opportunity has arisen for an experienced Private Client Tax Director to join a leading firm of Chartered Accountants based in Fareham. Our client is a well-established and highly regarded practice with a strong reputation for delivering exceptional tax advisory services to a diverse portfolio of high net worth individuals, trusts, and estates. This is a senior leadership role offering genuine influence over the direction of the private client tax function, and comes with an attractive package including flexible working, company pension, and much more!

Partnering exclusively with Crowe Watson Recruitment, one of the UK’s most trusted specialist recruiters in the accountancy practice sector, this search is being conducted with the utmost professionalism and discretion. Crowe Watson has an outstanding track record of connecting high calibre tax professionals with firms that match their ambitions, and their deep understanding of the UK practice market makes them the ideal partner for a search of this nature. If you are ready to take the next step in your career, this is a genuinely exciting opportunity not to be missed.

As Private Client Tax Director, you will take ownership of a varied and complex portfolio, providing bespoke advisory services to a wide range of clients including high net worth individuals, partnerships, trusts, and non-domiciled individuals. You will play a pivotal role in driving business development activity, nurturing client relationships at the highest level, and mentoring and developing a talented tax team. The firm prides itself on its collaborative culture and commitment to professional growth, making this an environment where ambitious professionals truly thrive.

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Please note that Crowe Watson is unable to assist with visa sponsorship, and all applicants must have the right to work in the UK.

Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.

Key Responsibilities

• Leading and managing a complex portfolio of private client tax matters, including income tax, capital gains tax, inheritance tax, and trust work
• Driving business development initiatives and building long term relationships with new and existing clients
• Providing strategic tax planning advice to high net worth individuals, trusts, and estates
• Mentoring, coaching, and developing junior and senior members of the private client tax team
• Collaborating with partners and other senior stakeholders to contribute to the overall growth strategy of the firm

Requirements

• Must have previous experience working within a UK Practice environment
• CTA, ACA, or ACCA qualified, with significant post-qualification experience in private client tax
• Demonstrable experience managing and developing a team at a senior level
• Strong technical knowledge across personal tax, trust taxation, capital gains tax, and inheritance tax planning
• Excellent client relationship and business development skills, with a proven ability to win and retain work