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Private Client Tax Director

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Job Description - Private Client Tax Director

Crowe Watson Recruitment is pleased to be supporting a highly respected and forward-thinking firm of Chartered Accountants in Plymouth with the recruitment of a Private Client Tax Director. This opportunity offers an attractive package including flexible working, a competitive company pension scheme, and a comprehensive range of additional benefits. The firm is renowned for its commitment to both client service and professional development, making this an excellent opportunity for a motivated and experienced individual seeking a senior leadership position within a dynamic practice.

The successful candidate will take responsibility for a varied portfolio of private clients, including high-net-worth individuals, business owners, and trusts, providing tailored tax planning and compliance services. This is a key role within the firm and will involve working closely with Partners and senior stakeholders to further enhance the private client tax offering. The position provides a clear route for progression and the opportunity to contribute to the strategic direction of the department.

Crowe Watson Recruitment takes pride in working with leading firms across the UK to connect talented professionals with exceptional opportunities. We are proud to represent a firm that upholds the highest standards of technical excellence and client care. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we would be very pleased to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

Key Responsibilities

  • Managing a portfolio of private clients, including high-net-worth individuals and trusts
  • Providing comprehensive tax planning and advisory services
  • Reviewing compliance work and overseeing the delivery of high-quality client service
  • Supporting the Partners with strategic initiatives and business development activities
  • Leading, mentoring, and developing junior members of the tax team
Requirements
  • CTA and/or ACA/ACCA qualified (or equivalent)
  • Extensive experience in personal tax compliance and advisory services
  • Strong leadership, interpersonal, and client relationship management skills
  • Excellent technical knowledge and commercial awareness
  • Must have a minimum of 5 years previous experience working within a UK Practice environment
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