Private Client Tax Associate Director

Taxation; Greater London; On-site; GBP 70,000 - GBP 90,000; Full time

Job summary

A reputable tax advisory firm in Greater London is seeking an Associate Director to join their Private Client Tax team. This role involves advising a diverse client base on personal tax matters and playing a key role in team management. The ideal candidate will have strong expertise in Income Tax, Capital Gains Tax, and wealth extraction strategies. This position offers a unique opportunity to enhance your career within a supportive environment and to work towards a partnership role.

Qualifications

• Experience in personal tax advisory duties.
• Proven ability to manage client relationships effectively.
• Experience with wealth extraction from businesses and property planning.

Responsibilities

• Advise clients on income and capital taxes planning.
• Assist in allocation of work within the team.
• Manage client relationships and third-party relationships.

Skills

Strong technical knowledge of IHT

Strong technical knowledge of CGT

Client communication

Client relationship management

Education

CTA qualification

Job description

Advise an impressive client base of new-money entrepreneurs, business owners, wealthy families and trusts, providing exposure to a broad range of interesting income and capital taxes planning work. You’ll also play a key role in the management of the team, assisting experienced private client partners with allocation of work, WIP management, client relationship management and nurturing of third‑party relationships.

This high‑profile Private Client Tax team is keen to make a strategic hire at Associate Director level and offers the opportunity for a talented adviser to progress towards Partnership.

The majority of the role involves client‑facing personal tax advisory duties, so strong technical knowledge of IHT, CGT, extraction of wealth from businesses and property‑related planning is important. You’ll also need to be a confident communicator and accomplished client relationship.

This is an ideal opportunity for a CTA personal tax Senior Manager or Associate Director to really build a name for themselves in the Cambridge area and to lay the foundations for a step up towards partner grade.

To find out more and to request a full job description, please email [e-mail] quoting reference 5224

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