Full job descriptionA fantastic opportunity has arisen with a highly regarded firm of Chartered Accountants based in Cambridge, who are seeking an experienced Private Client Tax Associate Director to join their growing team. This is a genuinely exciting role for a senior tax professional looking to take the next step in a firm that truly invests in its people, offering flexible working arrangements, a competitive company pension, and much more. If you are looking for a position where your expertise will be valued and your ambitions supported, this is the role for you.
Our client is a well-established and forward-thinking practice with a strong and diverse private client portfolio, advising high net worth individuals, trustees, entrepreneurs, and family offices on a broad range of complex tax matters. At Associate Director level, you will play a central role in shaping the firm’s private client offering, building and maintaining key client relationships, and providing technically excellent advice across income tax, capital gains tax, inheritance tax, and trust-related matters. The firm has a clear and defined pathway for progression, making this an ideal platform for an ambitious professional.
Crowe Watson Recruitment is proud to be working exclusively with this outstanding firm. As a specialist recruiter dedicated solely to the accountancy practice sector, Crowe Watson has an excellent track record of placing talented professionals at all levels within leading UK firms. We take the time to understand both our clients and our candidates, ensuring the very best match for everyone involved. This is a rare and compelling opportunity that we are delighted to bring to market.
You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Please note we are unable to offer visa sponsorship for this position.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Key Responsibilities*Leading and developing a portfolio of private client engagements, delivering technically complex tax advice to high net worth individuals, trustees, and entrepreneurs
*Building and maintaining strong client relationships, identifying opportunities for cross-selling and business development within the firm
*Managing, mentoring, and supporting junior members of the private client tax team, contributing to their technical and professional development
*Overseeing the preparation and review of self-assessment tax returns, estate planning advice, and trust tax compliance work
*Contributing to the strategic growth of the private client department, including involvement in pitching for new clients and attending networking events
Requirements*CTA qualified (or equivalent), with significant experience in private client tax at a senior level
*Must have previous experience working within a UK Practice environment
*Strong technical knowledge across income tax, capital gains tax, inheritance tax, and trust taxation
*Proven ability to manage and develop client relationships at senior level, with a commercial and client-focused approach
*Excellent communication and leadership skills, with experience of supervising and developing junior team members