McGinnis Loy Associates is proud to be working with a Top15 Accountancy Practice who are looking to recruit a Personal Tax Director / Private Client Tax Director to join their fast-growing team in the Reading area. Reporting to the Personal Tax Partner, the role would ideally suit a CTA/ATT Qualified from a Top40 Accountancy Practice or Thames Valley based Regional Firm, or a specialist Tax Boutique. Managing a team of 8 staff, you will be responsible for winning new work and business development, dealing with complex tax projects and should therefore demonstrate both strong compliance & advisory expertise.
Key Duties:Dealing with technical tax challenges and being able to point the team in the right direction regarding personal tax projectsWinning and onboarding new private client tax clients, driving revenue growth for the Tax department and the officeManaging a team of 8 qualified/part-qualified personal tax specialists, who are amongst a wider team of 30+ staff in the Tax DepartmentResponsibility as budget holder for revenue & costs across the Personal Tax DepartmentExpertise in the delivery of private client tax work, used to being the 'face' of Private Client Tax for clients including HNWI's, family estates and business ownersDealing with complex Personal Tax Projects, working with the Tax Partner to offer solutions and recommendations to clientsLeading work on tax advisory projects and up-skilling the Tax Team to be able to deal directly with clients on complex mattersLiaising with other service lines in the firm to generate warm/new leads and win new personal tax clients, in turn helping to double revenue growthComplete appraisals for all Private Client Tax staff to help enhance their knowledge, confidence & effectivenessDevelop tax efficient family structures and with IHT/Estates, re-balancing for tax planning purposes that are HMRC-compliantTo be considered for the Personal Tax Director role you should have experience of the Thames Valley tax market already, be used to dealing with complex tax advisory issues and be ambitious enough to take on a Partner role in 2-3 years time. You should have excellent staff management and coaching/training skills, used to high-level client contact and being the 'face' of a Tax Department, and love working on family/estate tax issues. With excellent team-working and relationship building skills, you should be able to help develop new and existing Personal Tax business, work well under pressure yet still deliver on time and budget.
On offer is a salary up to £110,000 depending on experience & qualification + excellent benefits including flexible working, 25 days holiday, corporate pension scheme & healthcare.
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