Private Client Tax Associate Director

Pro-Tax; Manchester; On-site; GBP 55,000 - 95,000; Full time

Job summary

A leading Top 10 Accountancy firm in Manchester is seeking a Private Client Tax Associate Director to provide high-level tax advisory services to high-net-worth individuals. This role involves managing client relationships, advising on complex tax matters, and leading a team within the private client advisory sector.

Qualifications

• Qualified ACA, CTA, ACCA, or ATT.
• Experience in private client tax advisory services in the UK.
• Experience managing a portfolio of clients.

Responsibilities

• Provide bespoke tax planning and advisory services to high-net-worth individuals.
• Advise on complex personal tax matters including inheritance tax and trusts.
• Build and maintain strong client relationships.

Skills

Tax planning

Client relationship management

Advisory services

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 [e-mail]

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