Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first-class team and, to do so, we know that we need a diverse mix of talented people doing their best work. If you're ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading! The Private Client Tax Director will lead the private client team in the Solent office, overseeing compliance in line with Practice Assurance standards and delivering high-quality advisory services. The role is central to the Advisory Tax leadership team, with opportunities for professional growth and expansion of services across the region. The role will provide strategic tax planning and advisory support to high-net-worth individuals and business owners ensuring a holistic approach to lifetime and succession tax planning.
* Driving strategic financial performance, ensuring profitability, effective budgeting, and optimal team chargeability.
* Leading key client relationships, championing service excellence, and identifying opportunities to deliver long-term value.
* Building a high-quality proposition to attract new business opportunities.
* Shaping the Firm's people strategy, mentoring senior staff, fostering a high-performing and inclusive culture, and driving strategic growth, innovation, and thought leadership.
* Providing bespoke and complex advice across all areas of personal taxation.
* Leading HMRC enquiry matters.
ACA or CTA qualified or equivalent
* High level of technical advisory expertise
* Self-starter capable of motivating, driving, and developing the team
* Able to demonstrate relevant practical experience in Private Client tax planning
* Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical point for clients to understand
* Ability to provide excellent client care
* Strong relationship building, networking, and business development skills
* Tax planning and advisory
* Coaching and People Management
* Ideally able to demonstrate experience in the following
o Private client taxation and planning
o Planning for owner managed businesses
o Inheritance Tax planning
o Trusts and Estate planning
* People First: Our work-life balance isn't just talk. From agile working to generous leave, we create space for what matters to you.
* Work with Inspiring Clients: Work directly with a broad portfolio of personal tax clients, including non-doms and non-residents, across a range of industries and backgrounds.
* Collaborate Across Borders: Be part of our HLB International network, working with colleagues worldwide to share knowledge and deliver global tax solutions.
* Innovate with Purpose: We're always looking for better ways to work-leveraging tech, simplifying complexities, and delivering value.
* Empathy at Our Core: We don't just serve our clients; we build trusted relationships that last.
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