Private Client Tax Associate Director

Morgan McKinley; Birmingham; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading accounting firm is recruiting for a Private Client Tax Associate Director to join their team in Birmingham or Nottingham. This role involves managing a portfolio of high-net-worth clients, delivering complex tax advice, and supporting the development of junior colleagues. Candidates should be CTA and/or ACA qualified with significant experience in private client tax. The position offers flexible working arrangements.

Qualifications

• Demonstrable experience in Private Client Tax as a Senior Manager or Associate Director.
• Ability to manage client relationships effectively.
• Skill in delivering complex tax advice.

Responsibilities

• Manage a portfolio of HNW / UHNW clients with complex needs.
• Deliver advice on complex UK tax computations and returns.
• Support junior colleagues in their development.

Skills

Managing a portfolio of HNW / UHNW clients

Complex UK tax computations and returns

Building client relationships

Performance reviews and training

Education

CTA and/or ACA qualified

Job description

A Top 6 Accounting Practice is recruiting for a Private Client Tax Associate Director to join their Private Client Tax team in Birmingham or Nottingham.

The Private Client Tax team supports and advises HNWI, family structures, trusts, Entrepreneurs, Private Equity funds and their executives on a wide range of tax matters.

Responsibilities

• Managing a portfolio of HNW / UHNW Private clients with complex needs
• Managing the WIP, recoveries and billing relating to your client list
• Delivering advice on a wide range of matters including complex UK tax computations and returns
• Continue to build upon client relationships, winning work from new and existing clients
• Active involvement in marketing the firms services through outreach, networking and client meetings
• Support the development and training of junior colleagues; conducting performance reviews and training sessions

You’ll be CTA and / or ACA qualified with demonstrable experience in the above areas of Private Client Tax as a Senior Manager or Associate Director. The business offers flexible working.

Apply today to discuss the role further!