Associate Director - Private Client Tax

Page Personnel; Salisbury; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading professional services firm in Salisbury is seeking an Associate Director for their Private Client Tax team. This role involves managing a diverse portfolio of high-net-worth individuals with complex tax affairs, leading advisory projects, and fostering client relationships. The ideal candidate will have significant experience in tax advisory and excellent people management skills. Competitive salary and a hybrid working model are offered. Join a firm dedicated to diversity, equity, and inclusion.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Significant experience in tax planning/advisory projects.
• Experience gained in a professional services firm.
• Strong knowledge of private client tax issues.

Responsibilities

• Manage a portfolio of personal clients with complex tax affairs.
• Lead client relationships and advisory projects.
• Develop junior team members and provide feedback.

Skills

Tax planning

Advisory experience

People management

Organisational skills

Education

Qualified Chartered Accountant or Chartered Tax Adviser – ACA / CTA

Job description

Key Responsibilities

• Lead a growing Tax department in a thriving Top‑10 office
• Drive business development with excellent Tax Advisory opportunities

About Our Client

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 outstanding reputation, they have consistently delivered high‑quality services to a diverse range of clients, earning them a sterling reputation in the industry.

Job 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.

• 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

The Successful Applicant

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

What’s on 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.