Private Client Tax Associate Director — Lead Advisor

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

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.