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

Morgan McKinley; London; Hybrid; GBP 75,000 - 100,000; Full time

Job summary

A top 10 accounting practice in Central London is seeking a Private Client Tax Associate Director to provide advisory services to ultra high net worth individuals and families. You will join a specialized team focused on complex tax issues, offering flexible working arrangements with 2 days in the office. The role requires strong qualifications (ATT / CTA / ACA) and confidence in managing sophisticated client portfolios with an emphasis on business development.

Qualifications

• ATT / CTA / ACA qualified.
• Experience advising ultra high net worth clients.
• Confident in managing complex tax matters.

Responsibilities

• Delivering advice to ultra high net worth individuals and their families.
• Advising on a range of tax matters including residency and succession planning.
• Participating in business development and marketing initiatives.

Skills

Client Management

Tax Advisory

Business Development

Education

ATT / CTA / ACA qualification

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 approximately 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:

• Delivering advice to business owners, ultra high net worth individuals, and their families
• Advising on a range of tax matters including residency, non-UK resident trusts and structures, succession planning, and corporate restructuring
• Working proactively with clients, answering queries, and simplifying complex tax issues
• Participating in business development, client onboarding, and marketing initiatives
• Collaborating with other Tax teams and wider business units to deliver top-quality advice
• Providing creative solutions to client tax issues

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