Morgan McKinley are assisting a highly respected Top 50 chartered accountancy firm with over 75 years of experience, who are seeking a skilled Personal Tax Director to lead its tax advisory team. Known for a client-centric approach, the firm provides specialized support to high-net-worth individuals, private clients, and businesses in tax compliance, advisory, and planning. Recently certified as a B Corporation, the firm emphasizes a collaborative, people-first culture that promotes transparency, sustainability, and innovation.
Role Description
As a Personal Tax Director, you will oversee and guide the personal tax team, managing complex portfolios for clients that range from entrepreneurs to international investors. This role demands strong expertise in tax advisory for clients with multifaceted tax requirements, including estate planning, capital gains, self-assessment, residency, and domicile planning. You will be responsible for delivering high-quality tax planning and strategic advice tailored to client needs, with a focus on maintaining compliance and optimizing financial outcomes.
Responsibilities
Requirements
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
Morgan McKinley encourages applications from all qualified candidates who represent the full diversity of communities in the UK. Accommodations are available on request for candidates taking part in all aspects of the selection process.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
Role Description
As a Personal Tax Director, you will oversee and guide the personal tax team, managing complex portfolios for clients that range from entrepreneurs to international investors. This role demands strong expertise in tax advisory for clients with multifaceted tax requirements, including estate planning, capital gains, self-assessment, residency, and domicile planning. You will be responsible for delivering high-quality tax planning and strategic advice tailored to client needs, with a focus on maintaining compliance and optimizing financial outcomes.
Responsibilities
- Provide expert guidance on complex personal tax issues and ensure the accuracy of high-stakes filings, including self-assessment, inheritance, and capital gains taxes.
- Lead and mentor a team of tax professionals, driving their development and maintaining the firm's high standards of service.
- Act as the primary contact for key clients, identifying opportunities for tax-saving strategies, managing compliance, and navigating the evolving UK tax landscape.
- Collaborate with cross-departmental teams to develop integrated advisory solutions, particularly for clients with needs in wealth management, family office services, and international tax.
- Stay updated on tax legislation changes, ensuring compliance and communicating relevant insights to clients and internal teams.
Requirements
- Chartered Tax Adviser (CTA) with extensive experience in personal tax, particularly within an advisory context.
- Proven leadership skills and a track record of managing high-value client relationships in a professional services environment.
- Strong analytical and problem-solving abilities, with the capacity to handle complex tax scenarios and provide clear, actionable guidance.
- Excellent communication and interpersonal skills to foster long-term client relationships and drive team success
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
Morgan McKinley encourages applications from all qualified candidates who represent the full diversity of communities in the UK. Accommodations are available on request for candidates taking part in all aspects of the selection process.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
