Private Client Tax Associate Director

Rutherford Briant; London; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading firm in London seeks a Private Client Tax Associate Director to manage a portfolio of high-net-worth tax clients. This role includes mentoring junior staff and offers a clear route to Partner within a well-regarded service line. Ideal candidates will have strong technical knowledge of UK personal taxes and excellent networking skills.

Qualifications

• Strong experience in managing a portfolio of HNWI and UNHWI clients.
• Ability to train and develop junior team members.
• Experience in service line strategy and business development.

Responsibilities

• Manage a portfolio of Private Client Tax clients within the UK.
• Provide technical guidance and mentor team members.
• Assist Partners with strategic planning and service line development.

Skills

Technical knowledge of UK Personal taxes

Coaching and mentoring

Networking skills

Education

CTA Qualification

Job description

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

Requirements:
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.