Associate Director, Private Wealth Tax — Family Office

SW Group; Guildford; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A private wealth advisory firm located in Guildford is looking for a Senior Manager or Associate Director to join their Private Wealth & Family Office tax team. The ideal candidate will manage complex tax affairs for high-net-worth individuals and possess significant experience in private client tax. Key responsibilities include leading tax planning projects, managing client relationships, and business development. The role offers a competitive salary and a hybrid working model among other benefits.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Demonstrable knowledge of private client tax and associated professional advice.
• Experience of delivering tax planning/advisory projects.
• Experience managing and developing client relationships.

Responsibilities

• Manage a portfolio of personal clients with complex tax affairs.
• Lead tax planning projects including non‑domicile issues.
• Engage in personal business development activities.

Skills

Private client tax experience

Tax planning

Client relationship management

Team management

Project management

Education

ACA / CTA Qualification

Job description

A private wealth advisory firm located in Guildford is looking for a Senior Manager or Associate Director to join their Private Wealth & Family Office tax team. The ideal candidate will manage complex tax affairs for high-net-worth individuals and possess significant experience in private client tax. Key responsibilities include leading tax planning projects, managing client relationships, and business development. The role offers a competitive salary and a hybrid working model among other benefits.