Private Client Tax: Associate Director Path to Director

Pro-Tax; Manchester; Hybrid; GBP 80,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

25 days holiday + bank holidays

Private medical insurance

Enhanced pension options

Clear progression pathway to Director

Job summary

A leading financial services firm in Manchester is looking for a Private Client Associate Director to manage high-value client portfolios. The ideal candidate will take on a client-facing role, providing strategic advice on trusts, estate planning, and compliance while mentoring junior staff. This position offers a competitive salary of £80,000 - £90,000 plus bonuses, with a hybrid working model and opportunities for career advancement.

Qualifications

• Proven experience at Senior Manager / Associate Director level within private client or personal tax teams.
• Practical advisory experience with high-net-worth clients, trusts, and IHT planning.
• Ability to coach and develop team members.

Responsibilities

• Lead trusted adviser relationships across sophisticated client base.
• Oversee compliance delivery and support growth activity.
• Provide technical advice on trusts, IHT, and estate planning.

Skills

Client handling

Communication

Stakeholder management

Commercial mindset

Education

CTA / ACA / CTA-equivalent

Job description

A leading financial services firm in Manchester is looking for a Private Client Associate Director to manage high-value client portfolios. The ideal candidate will take on a client-facing role, providing strategic advice on trusts, estate planning, and compliance while mentoring junior staff. This position offers a competitive salary of £80,000 - £90,000 plus bonuses, with a hybrid working model and opportunities for career advancement.