Personal Tax Associate Director – Birmingham

Howells Consulting Ltd; Birmingham; Hybrid; GBP 55,000 - 85,000; Full time

Job summary

A prominent accountancy firm in Birmingham seeks a Personal Tax Associate Director to manage a portfolio of HNW private clients. The role focuses on advanced tax advisory, compliance, and client engagement, providing an opportunity for progression towards Director grade in a supportive team environment.

Qualifications

• Demonstrable experience in advising HNW entrepreneurs and wealthy families.
• Experience supervising junior tax advisers.
• Ability to handle complex compliance and ad hoc planning projects.

Responsibilities

• Advise a portfolio of wealthy entrepreneurial private clients on taxation issues.
• Client-facing role requiring excellent communication.
• Involvement in trusts, domicile, and shareholder planning.

Skills

Excellent communication skills

Strong tax technical knowledge

Education

CTA qualified

Job description

Do you have experience of advising HNW entrepreneurial private clients and their families? Are you looking to progress your personal tax career with a high-profile team, offering supported progression, high-end tax work and flexible hybrid working?

We’re working with a prominent accountancy firm that is looking to recruit a Personal TaxAssociate Director into its growing Birmingham team. You’ll take responsibility for a portfolio of wealthy entrepreneurial private clients, advising on related income and capital taxation, trusts, domicile and shareholder planning issues. This is very much a client-facing role, requiring excellent communication skills as well as strong tax technical knowledge

You’ll need to be CTA qualified with demonstrable experience in advising HNW entrepreneurs, business owners, wealthy families and ideally non doms. Experience of supervising junior tax advisers is important, along with tax advisory experience (the role involves both ad hoc planning projects and complex compliance). You’ll be keen to develop your skills and knowledge by working with leading directors and partners in a supportive and encouraging environment. There is a genuine route towards Director grade.

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