Private Client Tax Director

Responsibilities

• Develop Private Client services within the Fareham office
• Contribute to the strategic growth of the firm’s private client service line
• Provide advisory services to high net worth, dynamic private clients
• Deliver tax planning and advisory services including Non-Dom, International, Family Office, Offshore, Inheritance Tax, Trusts, and Estate planning
• Support the development of the office’s team to ensure high-quality service delivery
• Form an integral part of the Advisory Tax leadership team

Requirements

• Extensive experience in private client tax planning and advisory
• Expertise in high net worth client services
• Knowledge of Inheritance Tax, Trusts, and Estate planning
• Ability to lead and develop a professional team

About the Company

Menzies is a leading firm with over 1100 colleagues in the UK, blending technical excellence with genuine care. As part of the HLB International network, we provide global tax solutions and foster a culture based on shared values and mutual respect.