Private Client Tax Associate Director - Reading

Pro-Tax; Reading; On-site; GBP 100,000 - 140,000; Full time

Job summary

PRO TAX in Reading is seeking a highly capable Private Client Tax professional for an Associate Director role. You will lead high‑quality advisory work for HNW and UHNW individuals, families and business owners across IHT, CGT, income tax, trusts, and estate planning.

Build trusted client relationships, mentor junior staff and help grow the Private Client practice within a growing, entrepreneurial firm. This is an ideal step up for a strong Manager or Senior Manager aiming to progress toward

Qualifications

• Strong background in private client tax and advisory.
• Experience with IHT, CGT, trusts and estate planning.
• Proven ability to build client relationships and develop juniors.

Responsibilities

• Lead advisory projects for HNW/UHNW clients.
• Develop and implement tax strategies across planning areas.
• Mentor and manage junior team members.
• Grow the Private Client practice within the firm.

Job description

Private Client Tax Associate Director - Reading

We're looking for an ambitious Private Client Tax professional to join our team as an Associate Director. This is a role with a clear emphasis on high-quality advisory work, working with HNW and UHNW individuals, families, entrepreneurs and business owners on their most important personal tax matters. You'll advise across areas including IHT, CGT, income tax, trusts, succession and estate planning, building trusted relationships with clients and becoming a key part of their wider advisory team. You'll have the opportunity to work on interesting and complex assignments rather than being focused primarily on compliance. The team is stable, independently owned and non-private equity-backed, providing a long-term environment where you can develop your career without the short-term pressures often associated with PE-backed businesses. The Private Client practice is continuing to grow, creating opportunities to take on greater responsibility, develop your own client relationships and progress towards Director and potentially Partnership. You'll also play an important role in supporting and developing more junior members of the team, working closely with senior leaders and contributing to the continued growth of the practice.

This is an ideal opportunity for a strong Manager or Senior Manager who wants to move into an Associate Director role, increase their exposure to advisory work and build a long-term career within a growing and entrepreneurial Private Client team.

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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.