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Private Client Tax Associate Director

PRO-TAX RECRUITMENT LIMITED

Manchester

On-site

GBP 55,000 - 95,000

Full time

30+ days ago

Job summary

A leading Top 10 Accountancy firm in the UK is seeking a Private Client Tax Associate Director to join their Manchester or Leeds office. The role involves providing high-level tax advisory services to high-net-worth individuals and managing a team while building strong client relationships. This position offers a competitive salary and the opportunity to work with one of the most recognized firms in the private client space.

Qualifications

  • Qualified ACA, CTA, ACCA or ATT.
  • Experience in private client tax advisory services.
  • Managing experience and portfolio management.

Responsibilities

  • Provide bespoke tax planning and advisory services to high-net-worth individuals.
  • Advise on complex personal tax matters including inheritance tax and capital gains tax.
  • Manage and support the leadership of the private client team.

Skills

Tax advisory
Client relationship management
Team leadership

Education

ACA
CTA
ACCA
ATT

Job description

Private Client Tax Associate Director
Top 10 Accountancy Firm, Manchester or Leeds
£55,000 - £95,000 + Benefits + Bonus

  • Growing Top 10 Accountancy Firm in Manchester & Leeds
  • Private Client hires at Senior Manager & Associate Director level
  • High-level technical private client tax advisory work

I'm currently working with a leading Top 10 Accountancy firm in the North who are looking to grow their private client advisory team across the North. This is an incredible opportunity to join one of the UKs most well known firms in the private client space.

Your new role as a Private Client Associate Director or Senior Manager:

  • Provide bespoke tax planning and advisory services to high-net-worth individuals (HNWIs), entrepreneurs, business owners, and family offices.
  • Advise on complex personal tax matters including residence and domicile, inheritance tax (IHT), capital gains tax (CGT), trusts, and estate planning.
  • Build and maintain strong client relationships, acting as a trusted advisor and first point of contact for tax-related queries.
  • Help run, manage and take support with leadership of the private client team in the North
  • Identify opportunities for additional services and cross-sell across the firm.

What you'll need to be successful:

  • ACA, CTA, ACCA or ATT qualified
  • Experience providing high level private client tax advisory services in the UK
  • Experience running and managing a portfolio of clients
  • Managing experience running and team as well as helping to develop and coach juniors.

Want to find out more about this role? Give Sam Minor a call on 07764700259 or email at sam.minor@pro-tax.co.uk

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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