Private Client Tax Associate Director

Responsibilities

• Acting as the key trusted adviser to HNW private clients with complex tax affairs. These will include serial entrepreneurs, agricultural / landed wealth, prominent families, partnerships and Trusts.
• Providing ad hoc personal tax planning advice on areas including succession, IHT and estate planning, CGT, trusts and property related taxation.
• Building and maintaining client relationships, as well as identifying new work opportunities.
• Supervising junior staff, their compliance and advisory workloads.
• Developing the junior team and assisting with their technical and personal growth.

Background

• Significant experience in private client tax from a professional services firm.
• Currently at least Senior Manager grade within a respected team.
• Sound knowledge of private client tax issues including CGT, IHT and trusts - preferably some experience with rural clients and landed estates.
• Proven technical expertise and the ability to convey complex messages effectively.
• Experience in tax planning/advisory projects and handling compliance issues.
• People management and organizational skills.
• Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

The firm offers hybrid working 2-3 days a week. Salary dependent on experience but likely to be in the region £82k-£92k + bens.

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