Private Client Tax Associate Director

Rutherford Briant; City Of London; On-site; GBP 80,000 - 110,000; Full time

Job summary

A leading tax consultancy firm in the City of London is seeking a Private Client Tax Associate Director. This role offers a defined path to Partner, where you will manage a portfolio of HNWI clients, provide mentorship, and assist in strategic planning. Strong knowledge of UK personal taxes and CTA qualification are essential. Join a forward-thinking firm committed to diversity and inclusion.

Qualifications

• Proven experience in the Private Client Tax space at a Director grade or similar.
• Strong background managing portfolios of HNWIs and OMBs.

Responsibilities

• Manage a portfolio of Private Client Tax clients.
• Provide technical guidance and mentor team members.
• Assist with strategic planning and identify business development opportunities.

Skills

CTA Qualification

Knowledge of UK Personal taxes

Experience with HNWI clients

Training and development skills

Networking skills

Job description

Overview

Are you a Personal Tax specialist, and looking for a role with a clear route to Partner? This could be the role for you!

This Top 30 firm based in the heart of London, are hiring for a Private Client Tax Associate Director, and they are open to a hire of someone taking a sideways step in order to get the ability to progress to Partner, or as a potential first step at Director grade. The hire is being made as a clear succession plan for one of the Private Client Tax Partners and so this will be a defined route to Partner.

The Private Client Tax service line is incredibly well regarded for the firm, and lots of their clients use multiple areas of the business, which should allow for a great opportunity to build your internal and external network which is vital to making that Partner step.

Responsibilities

As a Private Client Tax Associate Director, you will:

• Manage a portfolio of Private Client Tax clients, across the HNWIs, OMB and Trusts space within the UK
• Own the budgeting and planning for the clients in your portfolio
• Provide technical guidance to the members of the team, being a clear mentor to the team
• Assist the current Partners with the service line strategic planning and decisions
• Work with the business, and Partners to identify opportunities for service line development, and attend new business meetings

Qualifications

As a Private Client Tax Associate Director, you will need

• CTA Qualification
• Strong knowledge of technical areas of UK Personal taxes
• Experience working with, and advising, HNWI and UNHWI clients
• Ability to train and develop junior members of the team
• Networking skills and an ability to convert leads

If you are an experience professional within the Private Client Tax space, and looking for a role at Director grade, with a clear route to Partner - apply now, or get in touch to find out more information!

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.