Associate Director - Private Client Tax

Michael Page (UK); Salisbury; Hybrid; GBP 75,000 - 100,000; Full time

Job summary

A leading accountancy firm seeks an Associate Director in Private Client Tax to manage a diverse portfolio, provide innovative tax solutions, and lead client relationships. The role involves mentoring junior staff and contributing to business development within a collaborative team in Salisbury. Join a respected firm focusing on Landed Estates and High Net Worth Individuals.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Significant experience across tax planning and advisory projects.
• Experience within a professional services firm.
• Knowledge of private client tax issues.

Responsibilities

• Manage a portfolio of personal clients with complex tax affairs.
• Lead advisory projects and client meetings.
• Support junior team members with their development.

Skills

Tax planning

Client management

Advisory projects

People management

Education

Qualified Chartered Accountant

Qualified Chartered Tax Adviser

Job description

This role is perfect for a seasoned private client tax manager who excels at private client tax management and advisory services. As an Associate Director, you will be expected to provide innovative tax solutions and excellent client service, engage and mentor the wider team and join the senior leadership team as a fellow business developer.

Client Details

Our client is a leading player in the UK accountancy field, boasting a position within the Top-10 firms, in addition to being one of the UK's largest wealth managers. With an oustanding reputation, they have consistently delivered high-quality services to a diverse range of clients, earning them a sterling reputation in the industry.

Description

Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment.

The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town.

You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism the team act for a number of titled families.

As an Associate Director you will be part of the advisory team to work on planning opportunities and work in a team delivering for a wide ranging portfolio of clients. You will also lead client relationships and be involved in meetings and projects for new and potential new clients.

Key responsibilities:

• You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
• Taking ownership of advisory projects, attending and running client meeting and running client projects
• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
• Developing the more junior team including providing timely feedback and assisting them with technical and personal development

Profile

A successful Associate Director - Private Client Tax should have:

• Significant experience working across tax planning/advisory projects
• You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues.
• People management and organisational experience
• Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA

Job Offer

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

Our client is proud to value the differences that a diverse workforce brings, representative of society and their clients. Our client has a wide range of highly active employee resource groups and are currently delivering multiple diversity, equity and inclusion initiatives across the organisation. It is their commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you are seeking a challenging yet rewarding role in a leading professional services firm, look no further. Apply today to join our dedicated team in Salisbury.