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Private Client Director

United Kingdom, Gloucester 90000.00 - 120000.00 GBP / Year · Job Posted January 06, 2026
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Job Description

The Role: Manage your own portfolio and contribute to the efficient running of your section, including workflow planning. Bring in new opportunities and work for the team. Achieve revenue and profitability targets. Foster enduring client relationships. Develop and inspire their talented professionals.

Job Responsibility

  • Manage your own portfolio and contribute to the efficient running of your section, including workflow planning
  • Bring in new opportunities and work for the team
  • Achieve revenue and profitability targets
  • Foster enduring client relationships
  • Develop and inspire their talented professionals
  • Provide a range of Tax services, overseeing a private client portfolio with a focus on personal tax, including compliance and advisory work
  • Identify tax-sensitive expenditure and broader tax-related issues
  • Collaborate with clients to address inquiries and resolve queries
  • Coordinate with internal departments to ensure deadlines are met, and oversee client portfolios to meet regulatory deadlines
  • Assist in managing the team, conducting appraisals, providing coaching, and fostering skill and knowledge development
  • Continually improve the quality and delivery of work
  • Monitor your own utilisation, productivity, and work in progress
  • Confidently provide guidance and feedback to team members

Requirements

  • CTA / ACA / ACCA / ATT qualified
  • Exposure to multiple sectors would be advantageous
  • Previous experience in personal/private client Tax or Mixed Tax within a similar role in a practice environment is essential
  • Strong technical knowledge and the ability to conduct research in complex areas of tax legislation

Nice to have

Exposure to multiple sectors would be advantageous

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