I am excited to be working with a highly regarded accountant and business advisory firm within the Midlands, looking for an ambitious Managing Director to join their practice. They are a multi-award-winning firm, offering excellent benefits and flexibility. If you have previous experience in an advisory role and are a confident communicator, this is the opportunity for you!
JOB ROLE: Managing Director - Private Client Adviser
SALARY: £55,000.00 - £80,000.00 (dependent on experience)
HOURS: 37.5 hours per week (flexible) - HYBRID WORKING AVAILABLE
" You will be accountable for the advisory needs of high-net-worth clients based mainly in Derby and Nottingham; however, you may have to travel occasionally to other locations within the Midlands depending on the needs of the business and your own location.
" You will be anticipated to run your own advisory projects for existing clients across the client base of business and property owners.
" Your remit will also extend to business development, with exciting scope to win new clients alongside the continued advancement of the role, and the growth of the business.
" Meeting with clients on a face-to-face basis, building relationships and strengthening those of the business.
THE successful CANDIDATE WILL NEED:
" Proven technical knowledge in private client tax.
" CTA Qualified
" Experience in capital taxes, property tax, trusts is preferred
" A strong portfolio of contacts with work referrers
" A confident self-starter with excellent communication skills
" Experience of leading and supervising advisory projects
" Flexible working time, hybrid working options available
" 25 days annual leave + bank holidays
" Kudos Reward Scheme
" Regular social events and annual, company-wide away days, giving you the opportunity to engage with colleagues across your division and office
" Bonus referral schemes for introducing new talent or clients
" Private health care and life assurance
Please send your CV