Personal Tax Director

Personal Tax Director - Private Client Team

NXTGEN is excited to be partnering with a highly regarded firm in Ipswich that is experiencing an exciting period of growth. As part of this expansion, they are looking to appoint a Personal Tax Director to join their growing Private Client team. This is a fantastic opportunity for either an experienced Personal Tax Director seeking a highly advisory-led role, or an experienced Senior Manager ready to take the next step in their career at a particularly exciting time for both the firm and the team.

This is not your typical personal tax position. As Personal Tax Director, you'll be involved in a wide variety of complex and interesting work, including high level advisory projects such as Inheritance Tax planning, trusts, capital tax planning, and detailed report writing. There will also be opportunities to collaborate closely with the Accounts and Corporate Finance teams on projects including business restructures, acquisitions, and disposals, giving you exposure to a broad and varied range of work.

Despite being part of a well established and successful firm, the Private Client team maintains a close knit, collaborative feel. As Personal Tax Director, you will benefit from access to significant internal resources and highly experienced colleagues, allowing you to deliver a truly joined up service to clients while continuing to build and develop your own professional profile.

The client portfolio is both diverse and interesting, and can be shaped around your experience and areas of specialism. The firm is known for being flexible, offering competitive packages, and building long term relationships, with a culture whose employees and clients are at the heart of what they do. For the right individual, there is also a clear pathway to Partner, which can be shaped around your personal goals and experience.

Key Responsibilities

• Managing a portfolio of high value private clients, acting as their trusted advisor on complex tax matters.
• Leading on advisory projects including IHT planning, trusts, and capital tax planning.
• Producing and reviewing complex tax planning reports.
• Working closely with Corporate Finance and Business Services teams on restructuring, acquisitions, and disposals.
• Playing an active role in business development and networking activities.
• Mentoring and developing senior members of the Private Client team.
• Identifying opportunities to cross sell wider services across the firm.

What this client is looking for

• CTA qualified as a minimum, with STEP qualification advantageous.
• Significant Private Client Tax experience within an accountancy practice.
• Strong technical knowledge across personal tax planning.
• Experience managing complex client relationships and delivering advisory work.

This is a fantastic opportunity for someone looking for a new challenge and a Personal Tax Director position that offers genuine variety alongside clear progression opportunities. For more details, please contact Annie at NXTGEN Recruitment.

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