Personal Tax Associate Director - Birmingham

Howells Consulting Ltd; Birmingham; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A prestigious accountancy firm in Birmingham is seeking a Personal Tax Associate Director to manage a portfolio of high-net-worth clients. This role involves advising on complex tax issues, offering the chance to progress towards a Director position in a supportive environment. Successful candidates will be CTA qualified with strong client interaction skills.

Qualifications

• Experience advising HNW entrepreneurs and wealthy families.
• Supervisory experience of junior tax advisers.
• Strong tax technical knowledge required.

Responsibilities

• Advise a portfolio of wealthy clients on income and capital taxation.
• Manage trusts and shareholder planning issues.
• Engage in complex compliance and planning projects.

Skills

Communication

Tax Advisory

Client Management

Education

CTA qualification

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. Ref 5073

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