The Private Client Team of this firm provides high level consulting and advanced tax planning strategies to a vast client base mainly entrepreneurial HNWIs. This is an opportunity for you as an experienced Head of Personal Tax or Senior Manager looking for the next step in your career, to lead and manage an already successful PCT.
The main purpose of the role is to develop and grow the Private Client Tax (“PCT”) business, managing the day to day and specialist operations of the team and a key portfolio of tax clients, ensuring that budgeted targets are met through existing clients and a network of business referrers.
Key responsibilities:
- Agree and drive-forward the local new business marketing strategy for PCT, in liaison with the Marketing Department, to include networking, corporate events, PR, advertising etc, with a view to achieving the annual new business budget.
- Lead the planning and delivery of larger or more complex tax assignments and transaction support engagements coordinating all relevant input to meet client needs, compliance standards and budget.
- Identify additional business opportunities from existing clients, obtain referrals and deliver projects to achieve income targets.
- Create good working relationships with other departments to generate new business opportunities and ensure client needs and budgets are met.
Skills and experience:
- CTA/ACA qualified or equivalent and continuing CPE
- Relevant experience in a private client tax environment, preferably with management experience.
Creative Tax Recruitment offers you 100s of UK tax jobs in addition to tax vacancies in Europe, Far East and the Southern Hemisphere. Contact us to discuss your ideal tax career.
