Private Client Tax Associate Director

Taxation; Greater London; Hybrid; GBP 75,000 - 100,000; Full time

Job summary

Taxation is seeking an Associate Director for its Private Client Tax team in Greater London. This role involves advising new-money entrepreneurs and wealthy families on income and capital tax planning. Candidates should have a strong technical background in IHT and CGT, alongside excellent client communication skills. This position offers a pathway towards partnership, making it an ideal opportunity for CTA qualified professionals looking to enhance their reputation in the field. For a full job description, email [e-mail].

Qualifications

• Strong understanding of IHT and CGT required.
• Experience in personal tax advisory roles is essential.
• Ability to manage client relationships effectively.

Responsibilities

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

Skills

Strong technical knowledge of income tax

Client relationship management

Wealth extraction planning

Confident communication

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 manager.

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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