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Associate Director, Personal Tax – Surrey
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Associate Director, Personal Tax – Surrey
Job summary
A leading recruitment firm for private client tax is seeking an Associate Director to join their established team in Guildford. The role includes managing a portfolio of high net worth clients with a focus on personal tax planning projects, compliance oversight, and strategic advice on complex tax issues. This position supports hybrid working and provides opportunities for career progression. The ideal candidate will be CTA qualified with significant personal tax experience and looking to grow their career outside London.
Benefits
Qualifications
- Experience handling HNW/UHNW international private clients.
- Strong understanding of CGT, IHT, and trust planning.
- Background in personal tax compliance and advisory.
Responsibilities
- Advise clients on personal tax planning projects and compliance.
- Oversee a team managing day-to-day compliance.
- Develop income and capital tax strategies for clients.
Skills
Education
An opportunity to join a respected firm that offers high quality, new-money entrepreneurial Private Client Tax work without the commute into London.
You’ll join an established and high-profile team, advising regional, London and international wealth. Work includes income and capital taxes planning for wealthy families, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues, PE work and IHT / succession planning.
The role is based in Guildford but offers hybrid working 2-3 days a week.
The team is busy, growing and keen to appoint an additional CTA at Associate Director level. You will take responsibility for a portfolio of HNW/UHNW international private clients, as their key trusted adviser. This will predominantly involve identifying and advising on ad hoc personal tax planning projects including CGT, IHT, residence and the use of trusts. You will also oversee your clients’ annual compliance (managing a team of junior tax advisers handling tax returns etc day to day). You’ll have the opportunity to work with experienced private client tax partners and to build a name for yourself in the region.
The role would suit a London an experienced Senior Manager or Associate Director looking to pursue their Private Client Tax career outside the Capital. Alternatively, a CTA from a strong regional practice. Either way, support will be provided with progression towards Director grade. Salary will be dependent on experience, but is likely to be in the region £85k-£95k + bens.
The firm encourages a healthy work/life balance culture, including hybrid working. So if you’re looking to take your career forward whilst also enjoying life in Guildford and the surrounding area, drop me an email for further details –michaelhowells@howellsconsulting.co.uk Ref 5229.
Job Category Personal Tax
Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.