Tax Director - Private Client Advisory

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Job title:
Tax Director – Private Client Advisory

Reporting to:
Director/ Regional Head

Hours:
Full time Mon-Fri 9am-5.30pm (37.5 hours per week)

Location:
Any Affinia office locations / hybrid

Affinia is a UK Top 50 Accountancy firm and growing. Through successful acquisitions and organic growth, we have seen significant development within the last 18 months.

We focus on building authentic connections, collaboration and growth both with our clients and colleagues. Affinia is a challenger accounting, tax and business advisory firm with over 300 years’ experience, bringing together financial experts from across London, East Anglia & Southeast England. We have more than 500 accountancy professionals across our 11 offices and advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice groups:
Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning

We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice.

We offer flexible and hybrid working – your line manager will work with you to agree the pattern that works best for you and Affinia.

We provide access to training providers such as Croner-i, Tolley’s, Mercia, and Linked In Learning to meet the needs of our people from both a hard and soft skills perspective. We also work with an Apprenticeship provider to offer the combination of paid work and access to professional qualifications.

Purpose of the role:

As a Director within our Private Client team, you will be responsible for continuing to grow our Private Client offering within the firm both internally within the existing client portfolio but also externally through your own professional contacts and connections. You will act as a key advisor to clients, supporting business development efforts and identifying opportunities to add value. Internally, you will oversee and mentor Managers and Senior Managers, role model the firm’s values, and contribute to service line strategy, operational projects, and change initiatives.

You’ll take ownership of process improvements, risk management, and cross-location collaboration, while supporting the Director or Service Line Head in achieving team and firm-wide objectives.

You will be supported in your role with line management and leadership training as well as CPD access via Tolley’s, Croner-i, Mercia and Linked In Learning as required. Together with your line manager you will craft a development plan that sees you succeed in your role and plan for the next step should you wish to take it.

Accountabilities:

You will be required to manage a comprehensive and complex client list, provide line and performance management and make a significant contribution to ongoing growth of a successful Private Client tax practice. You will have a direct contribution to the development and achievement of building the practice and will be required to build and maintain relationships with third parties, such as trustees, lawyers, wealth managers and more.

You will be expected to advise clients in connection with their tax affairs and onboard them to the team to offer bespoke advice.

You should already be working as an experienced senior manager and looking to develop your role considerably through technical advice, client management and business development.

Client and Portfolio Leadership

• Lead service delivery for a portfolio of high-value or technically complex clients, ensuring timely, high-quality, and compliant output.
• Experience of working with our target clients such as UHNWs/ HNW clients, family-owned, SMEs and not purely large corporate clients
• Experience…