Alex Allen
Head of Public Practice
About this Role
Are you an experienced private client tax professional looking for your next leadership challenge?
THE ORGANISATION
Join a dynamic professional services firm operating across the UK. Specialising in the mid-market, they support individuals, family businesses, and organisations with a broad range of services including audit, tax, corporate finance, payroll, and wealth management.
With over 1,000 team members, the organisation is committed to delivering expert support and fostering a culture of collaboration, trust, and growth. They invest heavily in talent development through tailored training and professional qualifications, encouraging continuous learning and career progression.
- Supported by a strong leadership team and shared values
- Focused on sustainability and social responsibility
- Recognised for professional excellence and client service
THE ROLE
This senior management position offers an opportunity to lead complex client projects in private client tax advisory. The successful candidate will play a key role in delivering strategic advice and building lasting client relationships. As part of the management team, you will oversee team performance, support business development, and promote the firm’s reputation as a trusted technical expert. Your responsibilities include reviewing and signing off on high-value tax returns, providing high-level tax advice, and continuously developing your technical expertise to maintain a market-leading service.
- Lead and manage client projects involving inheritance tax, trusts, estates, succession planning, and shareholder transactions
- Manage internal team operations and support strategic objectives
- Identify new business opportunities and support revenue growth
- Liaise with external advisors to ensure high-quality, technically accurate advice
- Share technical knowledge to promote team development and broader service lines
THE IDEAL CANDIDATE
You are a qualified tax professional with a strong background in private client advisory and team management. You thrive in a fast-paced environment and are eager to share your technical expertise, helping clients and colleagues alike.
Mandatory
- Hold a relevant professional tax qualification (e.g., CTA, CA, STEP, ATT)
- Demonstrate at least 7 years’ experience in private client tax advisory or similar roles
- Have experience managing teams and multiple projects simultaneously
- Be proficient with tax software and capable of independent technical research (e.g., Tolleys)
- Possess knowledge of UK tax laws and familiarity with Irish capital taxes (desirable)
Preferred
- Experience advising on cross-border tax issues between the UK and Ireland
- Proven track record of developing new business and maintaining trusted client relationships
- Strong communication skills, able to present complex advice confidently to clients and internal teams
ON OFFER
This firm values your work-life balance and personal development. They provide a comprehensive benefits package designed to support your wellbeing and career ambitions, including flexible working, professional growth opportunities, and a collaborative office environment.
- Competitive salary with additional performance-based incentives
- Generous annual leave, plus options to buy or carry over leave
- Enhanced parental leave and paid volunteering days
- Private medical insurance and Employee Assistance Programme (EAP)
- Pension scheme, life assurance, and death-in-service benefits
- Hybrid working model and modern office spaces
If you are ready to take the next step in your career and lead high-profile private client projects, this is your opportunity to thrive within a supportive and forward-thinking organisation.
iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic’. If you like the look of this vacancy and think you could perform the role, but, you don't think you meet all the requirements, please DO APPLY for this opportunity.
Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.