Associate Director, Private Client Tax - Cambridge

Howells Consulting Ltd; Cambridge; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading consulting firm in Cambridge seeks an Associate Director to provide strategic advice to a diverse client base including new-money entrepreneurs and wealthy families. The candidate will play a key role in team management and client relationship development, ensuring high-quality personal tax advisory service. This is a significant opportunity to progress towards partnership in a dynamic environment.

Qualifications

• Strong technical knowledge of income and capital taxes planning.
• Experience in client relationship management.
• Relevant experience at Senior Manager or Associate Director level.

Responsibilities

• Advise clients on income and capital taxes planning.
• Assist with work allocation and management of junior staff.
• Engage in personal tax advisory duties.

Skills

Strong technical knowledge of IHT

Confident communicator

Client relationship management

Education

CTA Personal Tax Senior Manager or equivalent

Job description

Overview

This high-profile team is keen to make a strategic hire at Associate Director level and offers the opportunity for a talented adviser to progress towards Partnership. You’ll advise an impressive client base of new-money entrepreneurs, business owners, wealthy families and trusts, providing exposure to a broad range of interesting income and capital taxes planning work. You’ll also play a key role in the management of the team, assisting experienced private client partners with allocation of work, WIP management, client relationship management and nurturing of third-party relationships.

Responsibilities

• Advise a client base of new-money entrepreneurs, business owners, wealthy families and trusts on income and capital taxes planning.
• Assist experienced private client partners with allocation of work, WIP management, client relationship management and nurturing of third-party relationships.
• Engage in client-facing personal tax advisory duties with a focus on IHT, CGT, extraction of wealth from businesses and property-related planning.
• Contribute to the management of the team and development of junior staff where applicable.

Qualifications and Requirements

• Strong technical knowledge of IHT, CGT, wealth extraction from businesses and property-related planning is important.
• Confident communicator and accomplished client relationship manager.
• CTA Personal Tax Senior Manager or Associate Director level experience or equivalent.

Opportunity and Location

This is an ideal opportunity for a CTA personal tax Senior Manager or Associate Director to build a name in the Cambridge area and lay foundations for a step up towards partner grade.

How to apply

To find out more and to request a full job description, please email [e-mail] quoting reference 5224.

Alternatively, simply apply below.