Private Client Tax Associate Director

Location: Edinburgh or Glasgow

McKellar Consulting is delighted to be hiring for our client, a large professional services firm with an enviable client base in the mid-market, for the opportunity as a Private Client Tax Associate Director. This role would provide pathway to Director and beyond for the right candidate with continued future growth expected in this service line.

About this team

You will work with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. You will work closely with colleagues across the firm to provide a joined-up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes.

As an Associate Director within the Private Client Tax team, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development, workforce planning, and maintaining a positive and inclusive culture. You will work with the Tax Partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities.

You'll make an impact by:

• Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners.
• Leading advisory and technical projects.
• Collaborating with Partners to help develop new business within the team and build on existing relationships.
• Playing an active role in developing the junior members of the team.
• Building relationships with all other departments to ensure all potential client needs are identified and serviced.
• Briefing junior staff on the client’s business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking ‘on the job’ training where necessary.

What we are looking for:

Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you!

Experience and Qualifications:

• CTA and/or ACA qualified, or suitably qualified-by-experience.
• Strong understanding and practical experience of the tax issues relating to a range of private clients.
• Proven experience in client handling and project management.
• Ability to lead advisory projects resulting in high quality reports within budget.
• Excellent communication and interpersonal skills.
• Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally.
• An interest in mentoring and developing junior members of staff.

Remuneration and Benefits

Should this sound like an opportunity for you, please contact Craig at the below email address or click apply.

Application Process

To apply for this position, please submit your updated CV or email craig@mckellarconsulting.co.uk.