Private Client Senior Manager or Director

NXTGEN is excited to be partnering with a well known and very successful local firm who are looking to create a brand new Personal Tax Director position to join their thriving Personal Client team. This is a rare opportunity to take ownership of a high profile portfolio, make a real impact, and accelerate your career with a genuine progression pathway to Partner.

 

As Personal Tax Director, you’ll be joining a team that values expertise, innovation, and client focused service, offering a platform to implement your ideas, shape strategy, and work with some of the firm’s most complex and rewarding clients, including high net worth individuals, medical professionals, and private clients with intricate financial structures.

 

What the role involves:
• Lead on a diverse portfolio, delivering proactive, sophisticated personal tax planning and advisory services.
• Advising on complex matters including trusts, estate planning, succession planning, capital gains, inheritance tax, and residency issues.
• Reviewing and signing off personal tax returns and other critical client documents, ensuring compliance and technical excellence.
• Mentoring and developing the already successful private client tax team.
• Driving business and department growth by identifying opportunities for new work and building strong client relationships.
• Managing portfolio performance, including fee proposals, WIP, invoicing, and achieving revenue targets.

What my client is looking for:
• ACA, CTA, or equivalent professional qualification with substantial experience in personal tax advisory.
• Proven track record managing HNWI and private client portfolios.
• In depth technical knowledge across trusts, estate planning, CGT, IHT, residency, and succession planning.
• Strong leadership skills, with experience mentoring and developing teams.
• Excellent communication and relationship-building skills, capable of inspiring confidence in clients and colleagues.

 

This is more than just a senior leadership role. As Personal Tax Director, you’ll have key influence and be able to make your mark within a supportive and ambitious team. The successful candidate will have a role built around their strengths and experience, with an individual pathway to Partner level, and the opportunity to shape strategy and develop the Private Client service offering.

 

If you’re an ambitious Personal Tax Director seeking a role that combines technical challenge, client variety, and career growth, please get in touch with Annie.

 

Salary is competitive and dependent on experience.