Associate Director - Tax

Xeinadin Group; Sittingbourne; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading business advisory firm located in Sittingbourne is seeking an Associate Director - Tax to manage a diverse portfolio of private clients and provide high-level advisory services. The ideal candidate has at least 5 years of experience working in a tax practice and is knowledgeable about UK personal tax legislation. This role offers leadership opportunities, a hybrid work model, competitive benefits, and the chance to build strong client relationships.

Benefits

Competitive Benefits

25 days of annual leave + bank holidays

Company Pension Scheme

Life Assurance x4 annual salary

Employee Assistance Programme - 24/7 support

Qualifications

• Minimum of 5 years previous experience working in a Practice tax environment.
• Qualified ATT or CTA (or candidate in final stages of CTA qualification).
• Proven experience in private client tax in a professional services environment.
• Strong technical knowledge of UK personal tax legislation, especially regarding HNWIs, trusts, and IHT/CGT planning.
• Excellent communication skills written and verbal.

Responsibilities

• Manage a diverse portfolio of private clients.
• Oversee the preparation and review of complex self-assessment tax returns.
• Provide advisory services including inheritance tax planning and capital gains tax.
• Lead and mentor junior team members.
• Contribute to business development and networking events.

Job description

Overview

Should drive an organisational culture where people are strongly connected to Xeinadin's vision, mission and values. The role requires an influential leader who can build strong relationships with internal and external stakeholders and who can deliver for the business and for clients.

Responsibilities

• Manage a diverse portfolio of private clients including high-net-worth individuals, business owners, partnerships, and trusts.
• Oversee the preparation and review of complex self-assessment tax returns.
• Provide advisory services including inheritance tax planning, capital gains tax, non-domicile and residency planning, succession planning, and trust structuring.
• Liaise directly with clients, HMRC, and other professional advisers.
• Lead and mentor junior team members, providing training and performance feedback.
• Ensure work is completed to high technical and ethical standards, on time and within budget.
• Contribute to business development, including attending networking events, identifying opportunities, and supporting proposals.
• Keep up-to-date with changes in legislation and industry trends affecting private clients.

Qualifications

• Minimum of 5 years previous experience working in a Practice tax environment.
• Qualified ATT or CTA (or candidate in final stages of CTA qualification).
• Previous experience delivering excellent service to clients.
• Proven experience in private client tax in a professional services environment.
• Strong technical knowledge of UK personal tax legislation, especially regarding HNWIs, trusts, and IHT/CGT planning.
• Ability to work on own initiative unsupervised.
• Ability to work to strict deadlines.
• Excellent communication skills written and verbal.
• Previous exposure to tax software (specifically Xero Tax and Digita) would be an advantage, along with a prerequisite for advanced Excel skills.
• Additional Requirements: Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organised, strategic.

Benefits

• Hybrid
• Salary
• Competitive Benefits
• Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme - 24/7 support, free and confidential
• Corporate Discounts Platform
• Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as: PMI (single or family), Critical Illness Cover, Cash plan
• Cycle to work, Eye care, Dental (subject to exceptions and business needs)

Vacancy Name: Associate Director - Tax

Vacancy No: VN1397

Employment Type: Permanent

Location: Sittingbourne, United Kingdom

Company Description: Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It’s our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 2500 colleagues operate collaboratively, combining collective expertise to maximise potential.

Description: The role of Tax Manager is to build relationships with clients and to have direct responsibility of client portfolios. They are responsible for the delivery of an outstanding service to clients. They