Private Client Tax Director

Private Client Tax Director

Torquay

£90,000 - £100,000 + Discretionary Bonus

I'm working with a well-established and highly regarded accountancy firm in Torquay that is looking to appoint a Private Client Tax Director to join its growing tax team, to be based either within their Torquay or Exeter offices.

This role would suit an experienced tax professional who is keen to take the next step in their career within a supportive, forward-thinking environment. You'll be responsible for delivering high-quality personal tax compliance and advisory services to a varied client base, including trusts and high-net-worth individuals.

What's great about this Private Client Tax Director role?

• Hybrid working model
• Option to buy up to 5 additional days holiday
• Health & wellbeing benefits package
• Retail & gym discounts
• One paid volunteering day per year

Your role as a Private Client Tax Director:

• Manage a portfolio of personal tax clients, including trusts and High-Net Worth individuals.
• Lead and develop a team of trust advisers, ensuring work meets legislative and ethical standards.
• Act as principal on a portfolio of trusts and high-net-worth clients, reviewing and signing off advice.
• Review trust accounts and provide technical guidance.
• Liaise with trustees, beneficiaries, clients, and intermediaries to deliver top-tier service.
• Support business development and promote firm-wide services, including financial planning.
• Mentor colleagues across departments to manage risk and identify opportunities.
• Oversee client meetings, tax planning advice, and delivery by team members.
• Ensure effective work allocation and departmental targets are met.
• Assist with the governance and operation of the trust corporation.

What you'll need to succeed:

• ATT or CTA qualification (or equivalent), with strong and up-to-date technical knowledge.
• Minimum of 3 years in a Senior Manager role looking to step up, or already at Director level.
• STEP qualification is also desirable, but not essential.
• A good understanding of regulatory and compliance standards within tax.
• Strong organisational skills and the ability to manage deadlines effectively.
• A professional, discreet and client-focused approach, with the ability to build rapport quickly.

What next:

The firm places a strong emphasis on professional development, collaboration and wellbeing, offering genuine long-term career progression. Please get in touch for further details: Jenna.Johnson@pro-finance.co.uk / 079790 27390.

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