Senior Personal Tax Associate Director - Hybrid, HNW

Taxation; Greater London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A prominent accountancy firm in Birmingham is seeking a Personal Tax Associate Director to manage a portfolio of wealthy private clients. This client-facing role requires CTA qualification and experience advising high-net-worth individuals. You will be involved in income and capital taxation, trusts, and shareholder planning while supervising junior advisers. The role offers supported progression and a pathway towards Director grade in a flexible working environment.

Qualifications

• Demonstrable experience advising HNW entrepreneurs, business owners, and wealthy families.
• Experience supervising junior tax advisers.
• Tax advisory experience involving ad-hoc planning projects and complex compliance.

Responsibilities

• Advise on income and capital taxation, trusts, domicile, and shareholder planning issues.
• Manage a portfolio of wealthy entrepreneurial private clients.
• Collaborate with leading directors and partners.

Skills

Excellent communication skills

Strong tax technical knowledge

Experience with HNW clients

Supervisory experience

Education

CTA qualified

Job description

A prominent accountancy firm in Birmingham is seeking a Personal Tax Associate Director to manage a portfolio of wealthy private clients. This client-facing role requires CTA qualification and experience advising high-net-worth individuals. You will be involved in income and capital taxation, trusts, and shareholder planning while supervising junior advisers. The role offers supported progression and a pathway towards Director grade in a flexible working environment.