Principal, Private Client Tax

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Why Ryan? Competitive Compensation and Benefits Business Connectivity Reimbursement (Phone/Internet) Gym Membership or Equipment Reimbursement LinkedIn Learning Subscription Flexible Work Environment Tuition Reimbursement After One Year of Service Accelerated Career Path Award-Winning Culture & Community Outreach The Principal, Private Client Tax, is a senior leadership role responsible for driving exceptional client service, practice growth, technical excellence, and talent development within Ryan's Private Client Tax practice. The role serves as a trusted advisor to high-net-worth clients, providing strategic tax planning, wealth preservation, succession, and compliance solutions. The Principal plays a critical role in enhancing Ryan's market presence, expanding client relationships, developing future leaders, and contributing to the firm's growth and profitability. Duties and responsibilities, as they align to Ryan's Key Results People: Lead, mentor, and develop a team of tax professionals, fostering a culture of collaboration, accountability, and continuous improvement. Promote Ryan's values and support employee engagement and retention initiatives. Provide coaching and career development opportunities aligned with individual and team goals. Champion diversity, equity, and inclusion across the team and broader organisation. Client: Serve as a trusted advisor to high-net-worth clients, leading complex tax planning and advisory engagements, involving individual income tax, trusts, estates, gifts, wealth transfer, succession planning, and fiduciary taxation. Advise clients on tax-efficient wealth preservation strategies, business succession, estate planning, charitable giving, and family governance structures. Manage and strengthen executive-level client relationships, ensuring exceptional service delivery, client satisfaction, and long-term retention. Provide strategic guidance on multi-jurisdictional and international private client tax matters, where applicable. Identify emerging client needs and proactively develop solutions that deliver measurable value. Value: Drive revenue growth through business development, cross-selling, client expansion, and market-facing leadership. Identify opportunities to expand Ryan's Private Client Tax, Family Office, Estate Planning, and related advisory services. Ensure the delivery of high-quality client work, effective risk management, and compliance with professional standards. Monitor legislative, regulatory, and tax policy developments affecting private clients and communicate impacts proactively. Contribute to thought leadership initiatives through publications, speaking engagements, professional organizations, and market visibility activities. Support strategic planning, operational excellence, innovation, and continuous improvement initiatives across the practice. Enhance Ryan's reputation in the marketplace through exceptional client service and technical expertise. Education and Experience: ACA, CTA, or equivalent professional qualification required. Extensive experience in UK tax, ideally gained in a Family Office, Big Four or leading advisory firm. Proven track record of managing complex tax engagements and leading client relationships. Experience in team leadership and business development. Computer Skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Familiarity with tax compliance and research software (e.g., CCH, Onesource, Alphatax). Comfortable using CRM systems and digital collaboration tools. Required Skills: Strong technical knowledge of UK tax legislation and HMRC practices. Excellent communication, presentation, and interpersonal skills. Strategic thinking and commercial acumen. Ability to manage multiple priorities and deliver under pressure. Preferred Skills: Experience with international tax and cross-border transactions. Familiarity with tax technology and automation tools. Thought leadership in tax policy or industry-specific tax issues. Certificates and Licenses: ACA, CTA, or equivalent certification is required. Additional qualifications in international tax or transfer pricing are advantageous. Supervisory Responsibilities: Direct supervision of Managers, Senior Associates, and Associates within the Private Client Tax team. Responsible for performance management, goal setting, and professional development of team members. Equal Opportunity Employer: disability/veteran

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