Private Client Associate Director

GRANT THORNTON; London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A leading company specializing in audit, tax and advisory services is seeking an Associate Director in Private Tax to provide expert tax advice to high-net-worth individuals. This role involves managing a diverse portfolio of clients, simplifying complex tax issues, and mentoring junior staff in a flexible, inclusive workplace.

Qualifications

• Professional qualification in tax or accounting required.
• Experience managing UHNW clients.
• Ability to advise on complex tax matters.

Responsibilities

• Provide expert tax advice to UHNW individuals and families.
• Manage a portfolio of clients and deliver high-quality services.
• Lead and develop junior team members.

Skills

Tax advisory

Client relationship management

Portfolio management

Education

Professional qualification (CTA / ACA / ACCA or equivalent)

Job description

Job ID: R1033209

Job type: Permanent

Time type: Full time

Categories: Tax

More than you expected

The UK member firms of Grant Thornton are part of global network of independent audit, tax and advisory firms, made up of some 76,000 in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton.

Job Description:

NEW GROUND WON’T BREAK ITSELF.

Approaching personal matters and corporate advice separately can lead to missed opportunities. We deal with both to bridge the gap and ensure our client’s needs are met, now and for the long-term. When someone is simultaneously a business owner, shareholder and individual this means taking a comprehensive approach to maximise opportunities.

Finding time to handle personal affairs while building a business isn’t easy. That’s why we build long-term relationships with these clients. We can proactively signpost milestones on their business journey, and react with agility to commercial or legislative change impacting their world.

A look into the role

As an Associate Director within our Private Advisory Tax team you will:

• Provide expert tax advice to business owners, shareholders, UHNW individuals and their families
• Advise on the tax implications of acquisitions, disposals, residency, non-UK resident trusts and other structures, succession planning and corporate re-structuring, to name but a few
• Simplify complex tax matters for a range of clients, eg - ownership transfers, family arrangements
• Engender trust and respect from clients by producing high quality tax advice accurately, delivering on expectations and deadlines
• Lead from the front in delivering client work and being the day to day contact for clients, engaging the Private and wider Tax teams to ensure correct skill utilisation on all projects.
• Take responsibility for developing more junior team members, understanding their carer aspiration and support in this delivery.
• Be actively involved and lead in client meetings, concisely and confidently answering client queries.
• Provide intelligent and creative solutions to client tax issues both reactively and proactively, taking an active approach to cross-selling wider products solutions for other teams around the GT network.

Knowing you’re right for us

Joining us as an Associate Director in Private Tax the minimum criteria you’ll need are:

• a professional qualification (CTA / ACA / ACCA or equivalent)
• to be confident managing a portfolio of UHNW clients and entrepreneurs
• to be confident advising these clients on complex tax matters
• a keen interest in developing yourself and your fellow team members

It would be great if you also had some of the following skills, but don’t worry if you don’t tick every box, we’ll help you develop along the way around what interests you.

• Experience advising on complex sell-side transactions
• Growing your profile and that of the firm externally

Knowing we’re right for you

Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential.

Our open and accessible culture means you’ll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That’s why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work.

We’re always happy to talk flexible working - we’ll support you to balance your work and life. This would also extend to a minimum requirement of being in the office of at least two days a week.

Beyond the job

Life is more than work. The things you do, and the people you’re with outside of work matter, that’s why we’re happy to look at flexible working options for all our roles, and we’ll always do our best to keep your work and life in balance.

We’re looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what’s right, for the firm, our clients, our people and themselves. It’s how it should be.