Private Client Tax Associate Director – Cambridge

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

Job summary

A leading recruitment consultancy in Cambridge is looking for an Associate Director to provide personal tax advisory services to a diverse clientele. The role involves managing client relationships, advising on income and capital tax planning, and assisting senior partners. Ideal candidates will have strong technical tax knowledge and client management experience, with the opportunity to progress towards partnership.

Qualifications

• Experience in personal tax advisory roles is essential.
• Experience at a Senior Manager or Associate Director level is ideal.
• Ability to handle complex tax planning matters.

Responsibilities

• Advise clients on income and capital taxes planning work.
• Manage client relationships and assist in team management.
• Engage in client-facing advisory duties.

Skills

Strong technical knowledge of IHT

Confident communicator

Accomplished client relationship manager

Job description

Overview

This high profile Cambridge team is keen to make a strategic hire at Associate Director level and offers the opportunity for a talented adviser to progress towards Partnership.

Responsibilities

• 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 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.
• The majority of the role involves client-facing personal tax advisory duties.

Requirements / Qualifications

• Strong technical knowledge of IHT, CGT, extraction of wealth from businesses and property-related planning.
• Confident communicator and accomplished client relationship manager.
• CTA personal tax Senior Manager or Associate Director level experience is ideal to build a name in the Cambridge area and lay the foundations for partnership.

About Howells Consulting

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.