Does the idea of leading a dynamic Private Client Tax team in a strategic, high-impact role sound right for you? As Head of Scotland, you will leave a team of industry-leading Private Client Tax Specialists across Scotland, performing an advisory focused, client facing role. In addition to undertaking personal tax planning projects, you will oversee a team of experienced advisers, manage client relationships, and play a critical role in developing new business across the region.
We’re looking for…
- Senior level experience in advisory work relating to IHT and CGT, family succession and transactions.
- Professional partnership advisory experience.
- A good strong tax knowledge of the use of Trusts.
- A team player who is willing to support the delivery of both compliance and advisory services to clients and a desire to grow and develop our client base.
- Excellent communication and relationship skills with the ability to own a number of senior level relationships internally and externally.
- Experience working with a diverse client base within the Scottish SME sector (some agricultural and rural client exposure would be an advantage).
Duties…
- Leading the growing Private Client Tax team for across Scotland, bringing together ideas and driving best practice.
- Being the lead regional representative for Private Client Tax across the UK and ensuring strong communication at a national level.
- Partner responsibility for a portfolio which involves both compliance and advisory work.
- Overseeing a varied portfolio including professional partnerships, landed estates and farms and high net worth individuals.
- Significant involvement with professional partnerships, including running tax clinics for the partners in each business and assisting with their queries and the overall tax provisioning work.
- Acting as a key point of contact for Trust experience throughout Scotland.
- Liaising with other service lines on work referrals.
- Being the lead partner for IHT reviews, capital taxes work and individual specific matters such as restructuring and transactions.
- Leading relevant business development activities for Private Client and the wider firm.
The good stuff…
- Hybrid and flexible working options to suit your lifestyle
- A clear path for progression within a national leadership structure
- Involvement in firm-wide knowledge hubs and best practice groups
- A collaborative, people-first working culture
- Comprehensive benefits package
Does this sound like you? Then we want to hear from you. Please get in touch today.
