Private Client Tax Associate Director (Advisory)

OU Health; London; Hybrid; GBP 80,000 - 110,000; Full time

Job summary

A leading accounting firm in Central London is seeking a Private Client Tax Associate Director to provide advisory services to ultra-high net worth clients. The role involves managing complex tax matters, engaging in business development, and offering creative solutions. Candidates must be ATT/CTA/ACA qualified with experience in a similar advisory role. This position allows flexible working, with 2 days in the office.

Benefits

Flexible working arrangement

Qualifications

• Qualified as ATT, CTA, or ACA.
• Experience managing portfolios for ultra-high net worth clients.
• Confidence in advising on complex tax issues.

Responsibilities

• Deliver advice to business owners and ultra-high net worth individuals.
• Advise on a range of tax matters including residency and trusts.
• Work proactively to simplify complex tax matters.
• Involve in business development and marketing initiatives.
• Deliver creative solutions for client tax issues.

Skills

Advising on residency matters

Managing UHNW client portfolios

Business development

Client onboarding

Creative problem solving

Education

ATT / CTA / ACA qualified

Job description

A Top 10 Accounting Practice located in Central London is recruiting for a Private Client Tax Associate Director in a 100% Advisory role.

You'll be joining a team of c.15 in this UHNW team, which is part of a larger, UK wide Private Client Tax team. The team works on a flexible basis of 2 days per week in the office.

Your responsibilities will include:

• Deliver advice to business owners, ultra high net worth individuals and their families
• Advise on a range of tax matters including but not limited to; residency matters, non-UK resident trusts and other structures, succession planning and corporate re-structuring, among more
• Work proactively with your clients, answering their queries and simplifying complex tax matters
• Actively involved in business development, client onboarding and marketing initiatives
• Work with other Tax teams, and wider business offering, to deliver top quality advice
• Deliver creative solutions to client tax issues

You will be ATT / CTA / ACA qualified and be confident managing a portfolio of UHNW clients and entrepreneurs, and confident advising these clients on complex tax matters. The firm offers flexible working of 2 days in the office in Central London, close to Liverpool Street.