Associate Director, Private Wealth Tax & Family Office

SW Group; Guildford; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading financial advisory firm in Guildford is seeking a talented Associate Director in Private Client tax. You will manage complex tax affairs for high-net-worth individuals, oversee compliance, and lead tax planning projects. The ideal candidate will have significant experience in private client tax, ACA/CTA qualifications, and proven client relationship management skills. The role offers a competitive salary and benefits, including a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Significant private client tax experience gained within a professional practice.
• Demonstrable knowledge of private client tax and associated professional advice.
• Experience of delivering tax planning/advisory projects.

Responsibilities

• Manage a portfolio of personal clients with complex tax affairs.
• Oversee client and compliance deadlines, monitoring time limits.
• Lead tax planning projects and manage HMRC inquiries.

Skills

Private client tax experience

Team and project management skills

Client relationship management

Tax planning/advisory projects

Education

ACA / CTA Qualification

Job description

A leading financial advisory firm in Guildford is seeking a talented Associate Director in Private Client tax. You will manage complex tax affairs for high-net-worth individuals, oversee compliance, and lead tax planning projects. The ideal candidate will have significant experience in private client tax, ACA/CTA qualifications, and proven client relationship management skills. The role offers a competitive salary and benefits, including a hybrid working model.