Personal Tax Associate Director

Howells Consulting Ltd; Leeds; Hybrid; GBP 80,000 - 90,000; Full time

Job summary

A specialist recruitment firm is seeking an experienced personal tax Associate Director to join their growing team in Leeds. The ideal candidate will possess a CTA qualification and be adept at managing high-net-worth clients while overseeing compliance and advising on complex tax planning. This role offers a competitive salary and a flexible hybrid working model, allowing for work from home 2-3 days a week.

Benefits

Flexible work/life balance

Competitive salary and benefits

Qualifications

• Experience advising HNWIs on personal taxation.
• Familiarity with international and domestic tax issues.
• Ability to manage junior tax advisers.

Responsibilities

• Manage HNW client relationships as their primary point of contact.
• Oversee annual compliance cycles and a team of junior advisers.
• Handle high-end ad hoc income and capital taxes planning projects.
• Advise on CGT, IHT, and domicile/residence issues.

Skills

Excellent communication skills

Relationship management

Tax planning

Client relationship management

Education

CTA qualification

Job description

An opportunity to join a prominent and thriving Private Client Tax team at an exciting time in its growth.

Our client advises new-money entrepreneurs, HNW families, business owners and non doms / international wealth on all areas of their UK personal taxation.

The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Associate Director. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team. Genuine scope exists to progress on towards Director grade with the support of the team’s Partners.

The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.

Key elements of the role will include:

• Managing HNW client relationships as their primary point of contact.
• Overseeing their annual compliance cycle and a team of junior tax advisers
• Handling high-end ad hoc income and capital taxes planning projects.
• Advising on CGT, IHT, domicile/residence issues and the use of trust structures
• Working closely with leading Partners where required.
• Identifying potential planning opportunities and assisting with marketing and networking initiatives.

As very much a client-facing role, you will require excellent communication and relationship management skills. The CTA qualification is a pre-requisite, along with experience of advising international as well as domestic HNWIs.

Salary will be dependent on experience and grade, but is likely to be in the region £80k-£90k + bens p.a.

This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance.

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.