Private Client Tax Associate Director – Cambridge

Howells Consulting Ltd; Cambridge; Hybrid; GBP 82,000 - 92,000; Full time

Job summary

A leading accountancy firm in Cambridge seeks an Associate Director to advise high-net-worth clients on complex tax affairs. Responsibilities include tax planning, client relationship management, and developing junior staff. The ideal candidate will have significant private client tax experience, a professional qualification, and strong communication skills. This role offers hybrid working 2-3 days a week and a competitive salary between £82k and £92k plus benefits.

Benefits

Hybrid working 2-3 days a week

Benefits included

Qualifications

• Significant experience in private client tax from a professional services firm.
• Ability to convey complex messages effectively.
• Experience in tax planning/advisory projects.

Responsibilities

• Act as the key trusted adviser to HNW private clients.
• Provide personal tax planning advice.
• Build and maintain client relationships.

Skills

Private client tax expertise

People management

Tax planning

Education

Chartered Accountant (ACA) or Chartered Tax Adviser (CTA)

Job description

Overview

We are working with a prominent Cambridge accountancy firm that has built a strong reputation in the HNW Private Client field. They are growing and keen to find a talented individual at Associate Director level. The role would suit either an AD seeking a new challenge and a route towards Director, or alternatively, a Senior Manager ready for the step up to Associate Director grade.

Responsibilities

• Acting as the key trusted adviser to HNW private clients with complex tax affairs. These will include serial entrepreneurs, agricultural / landed wealth, prominent families, partnerships and Trusts.
• Providing ad hoc personal tax planning advice on areas including succession, IHT and estate planning, CGT, trusts and property related taxation.
• Building and maintaining client relationships, as well as identifying new work opportunities.
• Supervising junior staff, their compliance and advisory workloads.
• Developing the junior team and assisting with their technical and personal growth.

Background

• Significant experience in private client tax from a professional services firm.
• Currently at least Senior Manager grade within a respected team.
• Sound knowledge of private client tax issues including CGT, IHT and trusts – preferably some experience with rural clients and landed estates.
• Proven technical expertise and the ability to convey complex messages effectively.
• Experience in tax planning/advisory projects and handling compliance issues.
• People management and organizational skills.
• Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

The firm offers hybrid working 2-3 days a week. Salary dependent on experience but likely to be in the region £82k-£92k + bens.

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