Private Client Tax Associate Director (100% Advisory) | London, UK

Morgan McKinley; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading accounting practice in Central London is seeking a Private Client Tax Associate Director. This fully advisory role involves advising ultra high net worth individuals and business owners on complex tax issues. The successful candidate will manage a portfolio, provide creative solutions, and collaborate with other teams to deliver high-quality advice. Flexible working arrangements are offered.

Benefits

Flexible working arrangements

Qualifications

• Experience managing a portfolio of UHNW clients and entrepreneurs.
• Advising on complex tax matters.

Responsibilities

• Deliver advice to ultra high net worth individuals and their families.
• Advise on residency issues, trusts, succession planning, and restructuring.
• Participate in business development and marketing initiatives.

Skills

Advisory

Client Management

Tax Planning

Business Development

Education

ATT

CTA

ACA

Job description

A Top 10 Accounting Practice located in Central London is recruiting for a Private Client Tax Associate Director in a fully advisory role.

In this Tax Associate Director role, you will advise UHNW individuals and their families, business owners, and shareholders on a wide range of matters.

Your responsibilities will include:

1. Deliver advice to business owners, ultra high net worth individuals, and their families.
2. Advise on various tax matters including residency issues, non-UK resident trusts and structures, succession planning, and corporate restructuring.
3. Work proactively with clients, addressing their queries and simplifying complex tax issues.
4. Participate in business development, client onboarding, and marketing initiatives.
5. Collaborate with other Tax teams and the wider business to deliver high-quality advice.
6. Provide creative solutions to client tax challenges.

You should be ATT / CTA / ACA qualified, with experience managing a portfolio of UHNW clients and entrepreneurs, and advising on complex tax matters. The firm offers flexible working arrangements, including 2 days in the office, possibly 1 day, and opportunities to work from regional offices.