Tax Associate Director

5 days ago


Droitwich, Worcestershire, United Kingdom Four Squared Full time
About the Role

We are seeking a highly skilled Tax Associate Director to join our Private Client Tax team at Four Squared. As a key member of our team, you will play a crucial role in driving the growth and success of our department.

Key Responsibilities
  • Client Portfolio Management: Manage your own client portfolio, delivering expert tax advice and ensuring compliance with confidence.
  • Client Relationship Building: Build relationships with clients, becoming their trusted advisor through regular communication and support.
  • Day-to-Day Tax Advice: Provide day-to-day tax advice, addressing client tax queries and offering practical solutions to their everyday challenges.
  • Portfolio Expansion: Expand your portfolio by nurturing leads from the firm and generating your own through networking and referrals.
  • Tax Return Management: Review and manage personal tax returns and compliance tasks for high-net-worth individuals and trusts.
  • HMRC Resolution: Resolve HMRC issues, enquiries and penalties with efficiency, ensuring smooth outcomes for your clients.
  • Complex Tax Planning: Assist senior team members on complex tax planning and wealth structuring, contributing to high-impact client strategies.
  • Tax Expertise: Provide specialised tax expertise to support corporate and business services teams across the firm.
  • Mentorship: Mentor junior team members, helping them to deliver high-quality service and stay compliant.
  • Culture Promotion: Promote an inclusive, collaborative environment that champions equality and diversity within the team.
About You

We are looking for a highly skilled and experienced Tax Associate Director who possesses the following qualities:

  • Professional Qualification: ATT/ CTA qualification, or a similar professional qualification (QBE candidates may also be considered)
  • Personal Tax Experience: Significant exposure to personal and private client tax in a specialist or mixed role
  • Communication Skills: Strong communication skills - both verbal and written.
  • Client-Facing Experience: Experience of working in a client-facing role
  • Attention to Detail: Excellent attention to detail
  • Workload Management: Able to prioritise own workload and work to deadlines
  • Customer Service: A passion for providing excellent customer service
  • Innovation: Ability to innovate and share ideas
  • Technical Accuracy: Demonstrate accuracy in technical work delivered
About the Rewards

We offer a range of benefits to our employees, including:

  • Hybrid Working: Hybrid and flexible working
  • Annual Leave: 25 days annual leave, plus bank holidays
  • Career Progression: Career progression
  • Electric Car Scheme: Electric Car scheme
  • Cycle to Work Scheme: Cycle to Work Scheme
  • Life Assurance: Life Assurance
  • Group Personal Pension Plan: Group Personal Pension Plan
  • Flexible Holiday Purchase Scheme: Flexible Holiday Purchase Scheme
  • Enhanced Family Pay: Enhanced Family Pay - maternity, paternity, parental, and compassionate leave
  • Employee Assistance Programme: Employee Assistance Programme - 24/7 confidential helpline as well as online support


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