Personal Tax Director

About the Firm

The firm operates in the mid-market sector, offering specialized accounting, tax, and advisory services to a varied clientele including private clients and high-net-worth individuals. It is a multi-site practice that values technical knowledge, innovation, and cultivating robust client relationships. Core focuses include maintaining excellence, promoting team development, and expanding through strategic service delivery.

Role Overview

As a Personal Tax Director, you will lead a team responsible for complex personal tax compliance and advisory services. Your duties include managing substantial client portfolios, identifying and developing business opportunities, and guiding your team to uphold strong technical and client service standards. You will also spearhead process optimizations, support digital transformation efforts, and nurture an ethical, collaborative, and high-performance culture. Your leadership will be instrumental in shaping the practice's future growth and reputation.

Candidate Profile

The ideal candidate will combine technical tax proficiency with leadership and business development acumen. Strong client management skills and the ability to generate new revenue streams are vital. You should demonstrate motivation to guide your team through innovation and change while maintaining professional standards.

Mandatory Qualifications and Experience

• Possession of an accountancy and/or tax qualification such as ATT, CTA, ACA, ACCA, CA, or equivalent experience-based qualification
• Proven track record managing personal tax portfolios within an accountancy practice
• Expertise in handling complex personal tax compliance and advisory matters
• Demonstrated success in growing client relationships and generating new business
• Experience in leading and mentoring teams, facilitating talent growth, and planning resources

Preferred Attributes

• Familiarity with wider finance service line technicalities
• Knowledge and experience in driving digital transformation in accounting settings
• Skills in pricing strategies and maximizing revenue
• Understanding of performance tracking and managing underperforming team members

What We Offer

• Competitive remuneration plus performance-based bonuses
• Flexible working options
• Support for ongoing professional development and lifelong learning
• Opportunity to influence department growth and strategy
• A cooperative, values-driven work environment

Diversity and Inclusion

The organization is committed to diversity, promoting equal opportunity regardless of any protected characteristic. Prospective applicants are encouraged to apply even if they do not meet all requirements, as the practice supports growth and development for all team members, particularly those from underrepresented groups.