Private Client Tax Associate Director
An enticing opportunity for an established associate director or aspirational tax senior manager to step into a revered tax & accountancy firm based in the South of England.
A top 20 firm is hiring at the Associate Director level, looking for an individual capable of managing a diverse client portfolio on a compliance and advisory basis.
Day to Day Responsibilities
In this role, you will:
*Deliver a comprehensive range of tax services, managing a private client portfolio with a focus on personal tax compliance and advisory work
*Identify tax-sensitive expenditure and wider planning opportunities
*Liaise directly with clients to resolve queries and provide timely, practical advice
*Coordinate with internal teams to ensure client work is delivered on time and in line with regulatory requirements
*Oversee client portfolios to ensure all statutory and regulatory deadlines are met
*Support the management and development of the Private Client Tax team through performance reviews, coaching, and skills development
*Monitor personal utilisation, productivity, and work in progress (WIP) to ensure effective workload management
*Provide clear guidance, mentoring, and constructive feedback to colleagues
Candidate Requirements
Qualifications:
*CTA, ACA, ACCA, CA, or equivalent professional qualification
Experience:
*Exposure to a broad range of industry sectors (desirable)
*Previous experience in personal, private client, or mixed tax roles within a professional practice environment (essential)
*Demonstrated ability to manage complex client portfolios
Skills and Technical Expertise:
*Strong technical knowledge of UK tax legislation
*Proven ability to research and interpret complex tax matters
*High standards of accuracy and attention to detail
*Confident communicator with strong problem-solving capability
If this opportunity sounds like a match for you, please apply below.