Private Client Tax Associate Director

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

Job summary

A leading consultancy firm in the Greater London area is seeking an Associate Director for their Private Client Tax team. You will advise high-net-worth individuals, business owners, and trusts, focusing on income and capital tax planning. The role involves significant client-facing duties, requiring strong technical expertise in IHT and CGT, along with excellent communication skills. This is a prime opportunity to build your reputation and advance towards partnership.

Qualifications

• Strong technical knowledge of income and capital tax planning.
• Experienced in personal tax advisory duties with client-facing responsibilities.
• Ability to manage client relationships and WIP effectively.

Responsibilities

• Advise clients on a range of income and capital tax planning work.
• Assist partners with allocation of work and client relationship management.
• Play a key role in team management and relationship nurturing.

Skills

Technical knowledge of IHT

Technical knowledge of CGT

Client relationship management

Wealth extraction planning

Confident communicator

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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