Private Client Tax Services Associate Director

TN United Kingdom; Leeds; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading company in the UK is seeking an Associate Director to manage client relationships and drive business development. The role requires significant tax experience, strong leadership skills, and the ability to mentor talent. Benefits include a competitive salary, private medical insurance, and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Fully funded professional training

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Significant private client tax experience within a professional practice.
• Proven experience in developing new business and maintaining profitable long-term relationships.

Responsibilities

• Provide excellent client service and ensure compliance with Conduct Risk framework.
• Manage marketing and business development activities.
• Oversee daily management of direct reports and conduct annual development reviews.

Skills

Client Relationship Management

Business Development

Team Management

Education

Qualified Tax Advisor

Chartered Accountant

Job description

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Job Description

As an Associate Director, you will have overall responsibility for a group of clients, with excellent technical expertise in your field. You will lead and manage client relationships, aiming to develop new business from your current client base and beyond, as well as contributing to staff management.

Due to recent growth, we are seeking candidates based in Manchester, Leeds, or Harrogate, with a requirement to be in the office three times a week for collaboration.

Responsibilities

• Provide excellent client service at all times, ensuring the customer experience is a priority and services align with the group’s Conduct Risk framework.
• Strive to achieve the Exceptional Advisor competencies and manage client relationships.
• Contribute to business strategy to ensure client-first decisions that are commercially viable.
• Manage marketing and business development activities within your expertise area, as agreed with your Head of Department.
• Ensure compliance with internal procedures to mitigate risk exposure.
• Hold regular financial performance reviews with direct reports regarding your client portfolio.
• Maintain compliance with Delegated Authority Limits and manage WIP and debtors.
• Oversee daily management of direct reports and conduct annual development reviews.
• Mentor and develop talent in line with the company’s talent programme.

Qualifications

To succeed, you should have:

• Significant private client tax experience within a professional practice.
• Knowledge of private client tax and related advice.
• Experience in delivering tax planning and advisory projects.
• Ability to manage and develop client relationships.
• Proven experience in developing new business and maintaining profitable long-term relationships.
• Team and project management skills.

Professional Qualifications and Education

• Qualified Tax Advisor and/or Chartered Accountant.

Key Competencies

• Strong technical leadership and maintaining competence to ensure excellent client service.
• Ability to develop relationships in the wider market and leverage opportunities.
• Leadership in fostering continuous development and talent identification.

Additional Information

Benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package and options to purchase additional days
• Shared parental leave
• Fully funded professional training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive workplace, offering reasonable adjustments during the application process.