Associate Tax Director

Overview

As Associate Director in Private Client Tax, you will shape client strategy and lead advisory initiatives for high-potential private clients. You will manage relationships, oversee projects, and mentor junior staff, driving high-quality service and efficiency. You’ll collaborate with partners to win new work and ensure a joined-up service across departments. This role offers impactful work within a globally connected, premium advisory firm aiming to be the go-to adviser for the middle market.

Pay / Benefits

• 27 days holiday
• Hybrid working
• Lifestyle, health, and wellbeing benefits
• Electric car scheme
• Access to virtual GP
• Individual healthcare cover

Responsibilities

• Lead advisory and technical projects for private clients
• Manage and develop client relationships, acting as primary contact for new opportunities
• Collaborate with partners to generate new business and expand existing relationships
• Mentor and develop junior team members
• Oversee compliance and advisory projects with focus on quality and efficiency
• Coordinate with other departments to deliver integrated services

Key requirements

• CTA and/or ACA qualification (or equivalent experience)
• Strong understanding of tax issues related to private clients
• Proven experience in client handling and project management
• Ability to lead advisory projects and deliver high-quality reports within budget
• Excellent communication and interpersonal skills
• Experience managing a portfolio of personal tax compliance and advisory projects
• Passion for mentoring and developing junior staff

• strong communication
• interpersonal skills
• mentoring and coaching
• private client tax
• advisory project delivery
• client relationship management

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