Private Client Tax Services Associate Director

TN United Kingdom; Harrogate; Hybrid; GBP 45,000 - 80,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Services Associate Director to lead client relationships and manage a diverse group of clients. This role emphasizes exceptional client service, compliance with internal policies, and strategic contributions to business development. The ideal candidate will possess significant experience in private client tax, strong leadership qualities, and a commitment to mentoring talent. With a hybrid working model and competitive benefits, this opportunity is perfect for those looking to make a meaningful impact in a supportive and inclusive environment.

Benefits

Private medical insurance

Life assurance

Pension

Generous holiday

Professional training

Qualifications

• Significant private client tax experience within a professional practice.
• Experience in tax planning and advisory projects.

Responsibilities

• Providing excellent client service and ensuring customer experience aligns with the group’s Conduct Risk framework.
• Mentoring and developing talent within the organization.

Skills

Client relationship management

Business development

Tax planning

Team management

Project management

Education

Qualified Tax Advisor

Chartered Accountant

Job description

Social network you want to login/join with:

Private Client Tax Services Associate Director, Harrogate

Client:

SW Group

Location:

Harrogate, United Kingdom

Job Category:

Customer Service

-

EU work permit required:

Yes

Job Reference:

ce87cf73ddd1

Job Views:

3

Posted:

10.05.2025

Expiry Date:

24.06.2025

Job Description:

This role involves overall responsibility for a group of clients, leading client relationships, and contributing to staff management. The candidate should be based in Manchester, Leeds, or Harrogate, with in-office collaboration three times a week.

Responsibilities include:

• Providing excellent client service and ensuring customer experience aligns with the group’s Conduct Risk framework.
• Achieving exceptional advisor competencies and managing client relationships.
• Contributing to business strategy and marketing activities.
• Ensuring compliance with internal procedures and policies.
• Managing financial performance reviews and day-to-day team management.
• Mentoring and developing talent within the organization.

Qualifications:

• Significant private client tax experience within a professional practice.
• Knowledge of private client tax and related advice.
• Experience in tax planning and advisory projects.
• Client relationship management skills.
• Business development experience.
• Team and project management skills.

Professional Qualifications:

• Qualified Tax Advisor and/or Chartered Accountant

Key Competencies:

• Technical excellence, client-focused service delivery, and strong leadership skills.
• Business development and relationship-building capabilities.
• Mentorship and talent development focus.

Additional Benefits:

• Competitive salary, private medical insurance, life assurance, pension, hybrid working, generous holiday, professional training, and more.

Our organization values diversity and inclusivity, providing a respectful and supportive environment for all colleagues. We accommodate reasonable adjustments throughout the application process.