Associate Director, Personal Tax

Taxation; Greater London; Hybrid; GBP 85,000 - 95,000; Full time

Job summary

A respected tax consultancy firm in Guildford is seeking a Private Client Tax professional at Associate Director level. The role includes advising high-net-worth clients on various personal tax planning strategies, including capital gains and inheritance tax, while managing compliance. Offering hybrid work 2-3 days a week, the firm values work-life balance and provides support for career progression. Salary is competitive, ranging from £85k to £95k plus benefits.

Benefits

Flexible working arrangements

Health benefits

Qualifications

• Extensive experience in personal tax planning for high-net-worth clients.
• Proven track record in managing compliance and tax planning projects.
• Strong understanding of UK tax regulations and residence issues.

Responsibilities

• Advise on income and capital tax planning for clients.
• Oversee annual compliance for high-net-worth private clients.
• Identify and manage personal tax planning projects and strategies.

Skills

Personal tax planning

Client relationship management

Capital gains tax (CGT)

Inheritance tax (IHT)

Trust 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 £85k-£95k + 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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