Associate Director, Personal Tax

Howells Consulting Ltd; Guildford; Hybrid; GBP 82,000 - 92,000; Full time

Job summary

A respected firm in private client tax advisory is looking for an Associate Director level professional in Guildford. The role involves managing a portfolio of HNW/UHNW clients, providing expert tax planning advice, and overseeing compliance. The firm offers a hybrid working model and supports career progression. The position suits an experienced Senior Manager or CTA from a strong background in private client tax. Salary is competitive, likely between £82k-£92k.

Benefits

Hybrid working 2-3 days a week

Support for career progression

Healthy work/life balance culture

Qualifications

• Proven experience as a Senior Manager or Associate Director in Private Client Tax.
• Ability to oversee tax compliance and manage portfolios of HNW/UHNW clients.
• Strong background in CGT, IHT, and trust planning.

Responsibilities

• Advise on personal tax planning projects.
• Oversee annual compliance for clients.
• Build a profile and name in the region.

Skills

Experience in personal tax planning

Knowledge of income and capital taxes

Ability to manage junior advisers

Strong advisory skills

Education

CTA qualification

Job description

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 establishedներիցuuvoq a 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, butabilidade likely to be in the region £82k-£92k + bens.

The firm encourages ය 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 – [e-mail] Ref 5229

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