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Head of private client tax

Glasgow (Glasgow City)
Permanent
Posted: 29 November
Offer description

Does the idea of leading a dynamic Private Client Tax team in a strategic, high-impact role sound right for you? As Head of Scotland, you will leave a team of industry-leading Private Client Tax Specialists across Scotland, performing an advisory focused, client facing role. In addition to undertaking personal tax planning projects, you will oversee a team of experienced advisers, manage client relationships, and play a critical role in developing new business across the region. We're looking for… Senior level experience in advisory work relating to IHT and CGT, family succession and transactions. Professional partnership advisory experience. A good strong tax knowledge of the use of Trusts. A team player who is willing to support the delivery of both compliance and advisory services to clients and a desire to grow and develop our client base. Excellent communication and relationship skills with the ability to own a number of senior level relationships internally and externally. Experience working with a diverse client base within the Scottish SME sector (some agricultural and rural client exposure would be an advantage). Duties… Leading the growing Private Client Tax team for across Scotland, bringing together ideas and driving best practice. Being the lead regional representative for Private Client Tax across the UK and ensuring strong communication at a national level. Partner responsibility for a portfolio which involves both compliance and advisory work. Overseeing a varied portfolio including professional partnerships, landed estates and farms and high net worth individuals. Significant involvement with professional partnerships, including running tax clinics for the partners in each business and assisting with their queries and the overall tax provisioning work. Acting as a key point of contact for Trust experience throughout Scotland. Liaising with other service lines on work referrals. Being the lead partner for IHT reviews, capital taxes work and individual specific matters such as restructuring and transactions. Leading relevant business development activities for Private Client and the wider firm. The good stuff… Hybrid and flexible working options to suit your lifestyle A clear path for progression within a national leadership structure Involvement in firm-wide knowledge hubs and best practice groups A collaborative, people-first working culture Comprehensive benefits package Does this sound like you? Then we want to hear from you. Please get in touch today.

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