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Private Client Tax Director

Private Client Tax Director

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Ceres Resourcing

About Our Client

Our client is a highly respected national accountancy firm renowned for its exceptional client service and commitment to technical excellence. They are experiencing significant growth, particularly within their Scottish Private Client Tax practice, and seek a talented and experienced leader to spearhead this expansion.

The Opportunity

This pivotal role presents an exciting chance to lead and develop a team of 12 tax professionals within the firm’s Scottish offices. As Private Client Tax Director, you will play a critical role in delivering comprehensive and strategic tax advice to a diverse client base, including high net worth individuals, business owners, landowners, and farmers.

Key Responsibilities:

  • Lead and develop a high-performing team of tax professionals, fostering a culture of collaboration and continuous learning.
  • Deliver exceptional Private Client tax advice across a broad range of areas, encompassing business and succession structures, trusts, and non-resident/non-domiciled matters.
  • Work closely with the Private Client Advisory Partner, providing technical expertise and insightful solutions.
  • Build strong and lasting relationships with clients, acting as a trusted advisor and primary contact.
  • Leverage the national network of technical specialists, ensuring clients benefit from the firm’s full breadth of expertise.
  • Mentor, coach, and develop less experienced tax professionals within the team, nurturing their talent and expertise.
  • Contribute to the ongoing development of the private client advisory business, identifying new growth opportunities.
  • Provide internal training for both tax and broader advisory service teams.
  • Collaborate with the accounts and business advisory service team to identify tax planning opportunities within existing client portfolios.
  • Offer support to Scottish tax teams with complex tax returns and potentially review returns before transfer to compliance teams.

Who You Are:

  • A highly motivated and ambitious Private Client Tax Director or experienced Senior Manager with a proven track record of success.
  • Ideally ATT and CTA qualified, or ACA/CA with significant relevant advisory experience (gained in accounting, law, or tax boutique firms).
  • A STEP qualification is desirable but not essential.
  • Possess a deep understanding of Inheritance Tax and complex tax planning strategies.
  • Excellent communication, interpersonal, and leadership skills, with the ability to inspire and motivate others.
  • A demonstrated ability to build and cultivate strong relationships with clients at all levels.
  • A passion for professional development and a commitment to fostering a learning environment within the team.


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Job Overview
Offered Salary
£80.000 + Per YEAR
Job Type