Private Client Personal Tax Director (partner designate)

·
Full time
Andrews and Palmer is a well established and forward-thinking firm of Chartered Accountants with offices in Dorset. We provide a wide range of accounting, advisory, taxation, and statutory audit services to a diverse range of individuals and businesses. We aim to deliver timely, comprehensive and effective solutions to meet clients' needs. We work hard but strongly believe in having an appropriate balance for home life, and therefore overtime is not normally needed. Job Description The role, as part of our friendly and professional team, includes leading and developing our tax team, overseeing private client tax compliance and tax return preparation, taking ownership of tax advisory work, generally ensuring compliance with tax laws and being actively involved in developing the business. Key day-to-day responsibilities: Maintaining strong relationships with clients and colleagues Managing an existing and diverse portfolio of tax clients including some HNWIs, entrepreneurs and Trusts Fostering business relationships within the local area and meeting and advising new clients Advising and planning for CGT and IHT and related issues Assisting the whole team with technical issues and personal development Assisting with developing and implementing the strategic vision for the practice Qualifications and Experience Up to date experience working across tax compliance, planning and advisory projects within another professional services firm Sound technical knowledge and understanding of private client tax issues People management and organisational experience Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA preferred What's on Offer Take the lead to drive forward our tax team Friendly working environment Progression to partner (equity) Seniority level

Director Employment type

Full-time Job function

Accounting/Auditing and Finance Industries

Accounting

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