Private Client Tax Associate Director - Partner Track

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

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.