Personal Tax Associate Director

London Source: WhatJobs

£100,000

Are you a seasoned private client tax professional with a passion for international work? Our client, a specialist tax boutique in London, is seeking an Associate Director to join their established and growing team. This is an exceptional opportunity to manage a portfolio of high-net-worth individuals with a strong international focus, providing ad-hoc advisory services and an element of compliance review.

This high-end, independent firm offers not only a great range of personal tax and trusts planning work, but also values genuine work/life balance. The team is proud of the trusted advisor relationships they’ve built, but burning the midnight oil is not encouraged.

The Opportunity:

As Private Client Tax Associate Director, you will:

Manage a portfolio of high-net-worth individuals, with a focus on international clients.
Provide expert advice on complex tax matters, including:
Residence and the Statutory Residence Test
Double Tax Treaties
Remittance Basis and Anti-Avoidance Provisions
UK tax implications for offshore trusts and beneficiaries (including motive defence, taxation of distributions, and UK real estate ownership)
Implications of Finance Act 2025 changes for non-doms and offshore trustees
IHT planning, including APR, BPR, Family Investment Companies, and Family Investment Partnerships
Combine ongoing complex compliance work with ad-hoc advisory projects. The compliance element can be tailored to the incoming individual and their experience/preferences.
Communicate complex tax concepts clearly and concisely as a key client-facing adviser.
Collaborate within a supportive team environment.

About You:

CTA qualified and possibly also STEP.
Possess a strong technical background in UK tax and trusts, with a focus on international private clients.
You are eager to expand your knowledge and skills in a constantly evolving field.
You have excellent communication skills, both written and verbal, and can explain complex tax issues in plain language.
You are a flexible team player, capable of managing your own portfolio while supporting colleagues.

The team operates hybrid working and can offer a salary to £100,000 p.a. (dependent on experience).

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