Private Client Tax Director Trusts/Estates - Top 100 Firm

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.

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.