Personal Tax Associate Director - Birmingham

Taxation; Greater London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A prominent accountancy firm in Birmingham is seeking a Personal Tax Associate Director to manage a portfolio of wealthy private clients. This client-facing role requires CTA qualification and experience advising high-net-worth individuals. You will be involved in income and capital taxation, trusts, and shareholder planning while supervising junior advisers. The role offers supported progression and a pathway towards Director grade in a flexible working environment.

Qualifications

• Demonstrable experience advising HNW entrepreneurs, business owners, and wealthy families.
• Experience supervising junior tax advisers.
• Tax advisory experience involving ad-hoc planning projects and complex compliance.

Responsibilities

• Advise on income and capital taxation, trusts, domicile, and shareholder planning issues.
• Manage a portfolio of wealthy entrepreneurial private clients.
• Collaborate with leading directors and partners.

Skills

Excellent communication skills

Strong tax technical knowledge

Experience with HNW clients

Supervisory experience

Education

CTA qualified

Job description

Do you have experience of advising HNW entrepreneurial private clients and their families? Are you looking to progress your personal tax career with a high-profile team, offering supported progression, high-end tax work and flexible hybrid working?

We’re working with a prominent accountancy firm that is looking to recruit a Personal Tax Associate Director into its growing Birmingham team. You’ll take responsibility for a portfolio of wealthy entrepreneurial private clients, advising on related income and capital taxation, trusts, domicile and shareholder planning issues. This is very much a client‑facing role, requiring excellent communication skills as well as strong tax technical knowledge.

You’ll need to be CTA qualified with demonstrable experience in advising HNW entrepreneurs, business owners, wealthy families and ideally non doms. Experience of supervising junior tax advisers is important, along with tax advisory experience (the role involves both ad‑hoc planning projects and complex compliance). You’ll be keen to develop your skills and knowledge by working with leading directors and partners in a supportive and encouraging environment. There is a genuine route towards Director grade. Ref 5073

To find out more about this opportunity please email [e-mail].

Alternatively, simply apply below: