Private Client Tax Asssociate Director - Birmingham

Pro-Tax; Birmingham; Hybrid; GBP 76,000 - 90,000; Full time

Job summary

A leading tax advisory firm in Birmingham is seeking a Private Client Tax Associate Director. This role involves managing a diverse client portfolio and providing top-notch technical tax advice. The ideal candidate will be instrumental in sustaining client relationships and participating in networking initiatives. The firm promotes flexibility and values diversity in the workplace.

Qualifications

• Experience in private client tax services, preferably in a senior role.
• Ability to manage a portfolio and maintain excellent client relationships.
• Strong understanding of tax planning and compliance.

Responsibilities

• Manage a portfolio of clients ensuring excellent service and technical advice.
• Sustain client relationships and coordinate with audit and payroll departments.
• Participate in marketing to promote the firm and enhance reputation.
• Lead or assist with tax consultancy assignments, particularly IHT.
• Identify tax planning opportunities and explain complex issues simply.
• Assist with new tax service implementation and staff development.

Skills

Client relationship management

Technical tax advisory

Networking and marketing

Identification of tax planning opportunities

Job description

Private Client Tax Associate Director -- up to 90k

Birmingham

Do you feel stagnant in your Private Client Tax career? My client with a fantastic reputation for Private Client Tax services has a brand-new opening for a Private Client Tax Associate Director or Senior Manager to join their growing national team.

3 Facts about the firm

1. They are award winners in private client tax for 3 years running
2. They are going through a big growth trajectory and looking to make several hires across the private client and corporate tax team
3. Flexibility is encouraged across all levels to work from home

As the Private Client Tax Associate Director you will be a core relationship manager to their multitude of clients which range from ultra high net worth individuals, non domiciled residents, sole traders and directors of successful local businesses. Supported by a strong support group of Partners and Directors you will become one of the most trusted and notable tax advisors across the marketplace.

In this client facing opportunity you will:

• Manage your own portfolio of clients ensuring 1st class level of service is maintained through effective technical advice across private client tax.
• Sustain excellent client relationships and ensure the audit, payroll and accounts department fulfil the clients additional requirements.
• Participate in networking and marketing initiatives alongside the Tax Partner and Accounts Partner to further promote the firm's name and your reputation.
• Leading or assisting with tax consultancy assignments, particularly IHT.
• Identifying tax planning opportunities and being able to explain highly technical issues in layman's terms.
• Assisting with the implementation and roll out of new tax planning services and products to the firm
• Assistance with the development of the Personal Tax Executives and Associates development primarily with their technical compliance experience.

For a discussion in complete confidence please email Jennifer at [e-mail]

This employer is committed to ensuring representation of people from all backgrounds regardless of 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 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.