Private Client Tax Associate Director - Cambridge

Taxation; Cambridge; Remote; GBP 85,000 - 120,000; Full time

Job summary

Taxation in Cambridge seeks an experienced private client tax adviser at Associate Director level to manage a high-profile client base of entrepreneurs, business owners, wealthy families and trusts. You will assist private client partners with work allocation and WIP management, and nurture third-party relationships to grow the practice.

The role emphasizes client-facing personal tax advisory duties, with strong knowledge of IHT, CGT and wealth extraction.

Qualifications

• Strong technical knowledge of IHT, CGT, wealth extraction from businesses and property-related planning.
• Confident communicator and accomplished client relationship manager.
• Experience advising private clients at senior level.

Responsibilities

• Provide client-facing personal tax advisory duties.
• Assist private client partners with allocation of work and WIP management.
• Develop and nurture third-party relationships and client base.

Skills

Team management

Client relationship management

WIP management

Tax advisory

Job description

Advise an impressive client base of new-money entrepreneurs, business owners, wealthy families and trusts, providing exposure to a broad range of interesting income and capital taxes planning work. You'll also play a key role in the management of the team, assisting experienced private client partners with allocation of work, WIP management, client relationship management and nurturing of third-party relationships.

This high-profile Private Client Tax team is keen to make a strategic hire at Associate Director level and offers the opportunity for a talented adviser to progress towards Partnership.

The majority of the role involves client-facing personal tax advisory duties, so strong technical knowledge of IHT, CGT, extraction of wealth from businesses and property-related planning is important. You'll also need to be a confident communicator and accomplished client relationship manager.

This is an ideal opportunity for a CTA personal tax Senior Manager or Associate Director to really build a name for themselves in the Cambridge area and to lay the foundations for a step up towards partner grade.