Private Client Tax Associate Director

Pro-Tax; Manchester; On-site; GBP 80,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

25 days holiday + bank holidays

Private medical insurance

Enhanced pension options

Clear progression pathway to Director

Job summary

A leading financial services firm in Manchester is looking for a Private Client Associate Director to manage high-value client portfolios. The ideal candidate will take on a client-facing role, providing strategic advice on trusts, estate planning, and compliance while mentoring junior staff. This position offers a competitive salary of £80,000 - £90,000 plus bonuses, with a hybrid working model and opportunities for career advancement.

Qualifications

• Proven experience at Senior Manager / Associate Director level within private client or personal tax teams.
• Practical advisory experience with high-net-worth clients, trusts, and IHT planning.
• Ability to coach and develop team members.

Responsibilities

• Lead trusted adviser relationships across sophisticated client base.
• Oversee compliance delivery and support growth activity.
• Provide technical advice on trusts, IHT, and estate planning.

Skills

Client handling

Communication

Stakeholder management

Commercial mindset

Education

CTA / ACA / CTA-equivalent

Job description

Overview

Private Client Associate Director – Manchester

£80,000 - £90,000 + Bonus + Hybrid Working + Excellent Benefits

Looking to own a high-value private client portfolio? Want day-to-day exposure to HNWIs, family offices and business owners? Ready for a visible, client-facing role with a genuine runway to Director?

Benefits

• Hybrid working and flexible hours
• Clear route to Director level
• Opportunity to build and shape your own portfolio
• Exposure to complex trust, estate and succession planning work
• Supportive, ambitious leadership with commercial appetite

Your new firm

A national practice with a heavyweight private client capability is investing in its Manchester office. They combine partner-led technical depth with an entrepreneurial culture - strong client relationships, high-value mandates and a clear appetite for growth. The team is busy, visible and looking for a senior adviser who can step in and add immediate credibility.

Your new role

As Private Client Associate Director you'll lead trusted adviser relationships across a sophisticated client base. You'll own high-net-worth mandates, deliver technical advice across trusts, IHT, residence & domicile, estate and succession planning, oversee compliance delivery and support growth activity across the region.

• Leading advisory work for HNW / UHNW individuals, families and family offices
• Overseeing and signing off personal tax compliance and trust reporting
• Providing technical advice on IHT, trusts, estate planning, residence & domicile and business succession
• Acting as a senior point of contact for longstanding clients and introducers
• Supporting Partners with pitches, proposals and business development activity
• Coaching, developing and retaining senior/junior team members

Requirements

• CTA / ACA / CTA-equivalent or strong private client technical background
• Proven experience at Senior Manager / Associate Director level within private client or personal tax teams
• Practical advisory experience with HNW clients, trusts and IHT planning
• Excellent client-handling, communication and stakeholder management skills
• Commercial mindset with appetite to help grow the service line

Benefits (full)

• £80,000 - £90,000 + bonus
• Hybrid working (typically 2-3 days remote)
• 25 days holiday + bank holidays (enhanced options possible)
• Private medical & enhanced pension options
• Clear progression pathway to Director with commercial upside

Interested? Drop an email to [e-mail] or call 07846 741892 for a confidential chat.

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.