Private Client Tax Director
Hybrid
Core
Lead reporting and advisory services for a Private Client portfolio, primarily serving landed estates and farming clients.
Role type
Senior IC tax director with partner potential
Builds
Tax advisory assignments and reporting for private clients
Domain
Accounting and Tax (Private Client, Landed Estates, Farming)
Deliverable
client delivery
Required skills
Inheritance tax planning, Capital gains tax, Complex business analysis, Client relationship management, Regulatory procedure adherence
Preferred skills
Landed estates experience, Farming sector experience, Business development
Technologies
Tax advisory frameworks
Responsibilities
Act as lead point of contact for advisory and reporting, Complete advisory assignments, Provide timely tax advice, Attend client meetings, Strengthen client and firm relationships