Associate Director, Personal Tax

Taxation; City of Westminster; Hybrid; GBP 82,000 - 92,000; Full time

Job summary

A leading private client tax firm in Guildford seeks an experienced Associate Director to join their growing team. This role involves advising high-net-worth clients on personal tax planning, managing compliance, and offering strategic tax solution. The firm values work/life balance and offers hybrid work options 2-3 days a week, with a competitive salary of £82k-£92k plus benefits. Ideal for a skilled tax professional looking to build their career outside London.

Benefits

Hybrid working options

Healthy work/life balance

Competitive salary and benefits

Qualifications

• Experience managing high-net-worth private clients.
• Ability to advise on income, capital taxes, and succession planning.
• Strong background in personal tax compliance.

Responsibilities

• Advise on personal tax planning projects, including CGT and IHT.
• Manage a portfolio of international private clients.
• Oversee tax compliance managed by junior advisers.

Skills

Private Client Tax expertise

Client relationship management

Personal tax planning

Compliance management

Education

CTA qualification

Job description

An opportunity to join a respected firm that offers high quality, new-money entrepreneurial Private Client Tax work without the commute into London.

You’ll join an established and high-profile team, advising regional, London and international wealth. Work includes income and capital taxes planning for wealthy families, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues, PE work and IHT / succession planning.

The role is based in Guildford but offers hybrid working 2-3 days a week.

The team is busy, growing and keen to appoint an additional CTA at Associate Director level. You will take responsibility for a portfolio of HNW/UHNW international private clients, as their key trusted adviser. This will predominantly involve identifying and advising on ad hoc personal tax planning projects including CGT, IHT, residence and the use of trusts. You will also oversee your clients' annual compliance (managing a team of junior tax advisers handling tax returns etc day to day). You’ll have the opportunity to work with experienced private client tax partners and to build a name for yourself in the region.

The role would suit a London an experienced Senior Manager or Associate Director looking to pursue their Private Client Tax career outside the Capital. Alternatively, a CTA from a strong regional practice. Either way, support will be provided with progression towards Director grade. Salary will be dependent on experience, but is likely to be in the region £82k-£92k + bens.

The firm encourages a healthy work/life balance culture, including hybrid working. So if you’re looking to take your career forward whilst also enjoying life in Guildford and the surrounding area, drop me an email for further details – [e-mail] Ref 5229

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