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Private client tax director - morgan mckinley

Leeds
Morgan Mckinley
Tax director
Posted: 13h ago
Offer description

A Top 6 Accounting firm is seeking to appoint a Private Client Tax Director to join their expanding Nottingham office.

This position offers the opportunity to lead a high-performing Private Client team, advising high-net-worth individuals, entrepreneurs, and their families on a wide range of complex tax and wealth structuring matters. The successful candidate will manage a diverse client portfolio, oversee advisory projects including succession and restructuring, and contribute to the ongoing growth and development of the team.

As a Private Client Tax Director, you'll be responsible for:


Advising a complex portfolio of clients.
Managing a team, including the reviewing work, performance reviews, providing training and development
Actively maintaining existing client relationships, networking and winning business from new and existing clients
Collaborating closely with other key stakeholders in other service lines across the National and Local business


Key requirements:


Extensive experience in private client tax, including trusts and wealth planning
Proven capability in managing client relationships and delivering advisory projects
CTA and/or ACA qualified (or equivalent)
Strong leadership, mentoring, and business development skills


This is an excellent opportunity for an experienced Private Client specialist seeking a senior leadership role with clear progression prospects.

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