Private Client Tax Associate Director - Nottingham

Pro-Tax; Nottingham; On-site; GBP 70,000 - 120,000; Full time

Job summary

PRO TAX in Nottingham is seeking a senior private client tax professional with a clear pathway to Directorship. You will manage a diverse portfolio including high-net-worth individuals, families and entrepreneurs, delivering trusted tax advisory services.

You will lead engagements, oversee billing, develop junior staff, and contribute to business development. The role emphasizes strategic leadership and technical excellence within a growing private client team.

Qualifications

• Degree educated and CTA and/or ACA qualified (or equivalent).
• Strong track record in managing complex tax advisory services, including succession planning, restructuring, and reviewing intricate UK tax computations and returns.

Responsibilities

• Manage a portfolio of high-net-worth clients with complex needs, working alongside directors and partners to deliver a personalized, client-focused service.
• Oversee WIP, recoveries, and billing while ensuring adherence to the firm's quality control procedures.
• Actively contribute to business development by identifying risks, technical challenges, and opportunities for growth.

Skills

Tax advisory

Private client

Portfolio management

Leadership

Education

CTA/ACA

Job description

Career Opportunity: Pathway to Directorship in a Growing Private Client Team

Join this rapidly expanding Private Client Team, where you'll manage the tax affairs of private equity funds, unincorporated businesses, trusts, high-net-worth individuals, and successful entrepreneurs. You'll not only solve a dynamic range of technical challenges but also build lasting relationships with clients, positioning yourself as their trusted advisor.

Why This Role is a Step Toward Directorship

This position offers a clear progression to Directorship, where you'll work closely with directors and partners, giving you the opportunity to enhance your leadership skills, contribute to strategic decision-making, and take on increasing responsibility.

Key Requirements

• Comprehensive and up-to-date knowledge of taxation, particularly advising high-net-worth individuals, families, and wealth protection structures.
• Proven experience managing a portfolio of clients, overseeing engagement, billings, and identifying new opportunities.
• Expertise in providing private client and trust compliance and advisory services, while utilizing shared service resources effectively.
• Understanding of risk management within client engagement and the firm's operations.

Leadership & Development

• Guide, supervise, and mentor less experienced colleagues, fostering their growth while enhancing your leadership capabilities.
• Champion continuous improvement by challenging current practices and leading the charge for change.
• Take ownership of decisions and actions, both for yourself and others, while driving key projects of varying complexity.
• Support the firm's growth by identifying and capitalizing on business development opportunities.

Qualifications

• Degree educated and CTA and/or ACA qualified (or equivalent).
• Strong track record in managing complex tax advisory services, including succession planning, restructuring, and reviewing intricate UK tax computations and returns.

Your Role in Progressing to Directorship

• Manage a portfolio of high-net-worth clients with complex needs, working alongside directors and partners to deliver a personalized, client-focused service.
• Oversee WIP, recoveries, and billing while ensuring adherence to the firm's quality control procedures.
• Actively contribute to business development by identifying risks, technical challenges, and opportunities for growth.

This is more than just a role; it's a career-defining opportunity that offers a pathway to Directorship.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.