ROLE OVERVIEW

We are seeking a highly experienced and motivated Senior Manager/Director to play an integral role in helping to shape our growing Private Client Tax practice. This senior leadership role offers the opportunity to take ownership of strategic client relationships, lead complex advisory projects, and drive the growth of the firm’s private client offering. You will work directly with partners and other senior leaders to design and implement strategies that enhance client value, grow the practice, and develop the next generation of talent within the team.

KEY RESPONSIBILITIES

Strategic Leadership: Support the leadership of the private client tax function, contributing to the overall direction and growth strategy of the department.
Advisory Excellence: Provide strategic, high-level tax advice to high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), entrepreneurs, family offices, and trustees on complex issues, including:
Residence and domicile matters.
Inheritance tax (IHT) planning and wealth preservation strategies.
Trust creation, structuring, and management.
Succession planning for business and personal assets.
Tax-efficient investments and international tax planning.
Business and Market Development: Collaborate with partners to drive business growth by identifying and pursuing opportunities to win new private client work. This includes preparing and delivering pitches, attending networking events, building relationships with potential clients and intermediaries, and developing innovative service offerings.
Client Relationship Management: Act as a trusted advisor to key clients, developing and maintaining long-term relationships and identifying new opportunities for value-added services.
Team Leadership and Development: Mentor, coach, and develop team members at all levels, ensuring technical excellence and fostering a culture of collaboration and innovation.
Thought Leadership: Stay ahead of legislative and regulatory changes, offering clients proactive advice and contributing to the firm’s thought leadership through publications, seminars, and events.