Private Client Tax Director / Partner

Department: Tax

Location: Glasgow

We are looking for a Private Client Tax Director / Partner to join our team in Glasgow.

The Role

The main elements of this role will include:

• Acting as the Tax Relationship Partner for a portfolio of existing clients
• Delivering and prioritising all relevant client work and ensuring effective workflow for your team
• Overseeing and ensuring establishment of scope and budget for each piece of work
• Ensuring full agreement of client work to be undertaken and communicating likely fees prior to commencement to maximise fee recovery
• Monitoring work progress and ensuring appropriate levels of communication with all clients and internal stakeholders throughout each piece of work
• Ensuring closure discussions are held with clients and using the opportunity to seek further referrals
• Ensuring full implementation of all client work in line with agreed budget and adhering to procedures
• Adhering to the Tax Consultancy Service Line Standards and Risk Procedures at all times
• Undertaking individual business development activities to ensure delivery of fee targets

The Candidate

• CTA qualified or equivalent qualification
• Seen as a thought leader in their area of expertise to the external marketplace
• Full UK Driving Licence

The Benefits

• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days per year
• Smart Working Policy, providing balance between home and remote working
• Health Shield Cash Plan providing cash back on health benefits and discounts on holidays, fashion and entertainment
• Employee Assistance Programme for confidential wellbeing and health support
• Paid flu jabs and eye tests
• Introductory Commission Scheme for new client referral
• Employee Referral Scheme with financial reward up to £2,500 per referral
• Investment towards Continuous Professional Development with access to training courses
• Paid professional membership fees

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