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Tax Associate Director
2 months ago
We are seeking a highly skilled and experienced Tax Associate Director to join our Private Client Tax team. As a key member of our team, you will play a crucial role in delivering exceptional tax advice and ensuring compliance for our high-net-worth clients.
Key Responsibilities- Manage a portfolio of clients, providing expert tax advice and ensuring compliance with confidence.
- Build strong relationships with clients, becoming their trusted advisor through regular communication and support.
- Provide day-to-day tax advice, addressing client tax queries and offering practical solutions to their everyday challenges.
- Expand your portfolio by nurturing leads from the firm and generating your own through networking and referrals.
- Review and manage personal tax returns and compliance tasks for high-net-worth individuals and trusts.
- Resolve HMRC issues, enquiries and penalties with efficiency, ensuring smooth outcomes for your clients.
- Assist senior team members on complex tax planning and wealth structuring, contributing to high-impact client strategies.
- Provide specialised tax expertise to support corporate and business services teams across the firm.
- Mentor junior team members, helping them to deliver high-quality service and stay compliant.
- Promote an inclusive, collaborative environment that champions equality and diversity within the team.
We are looking for a highly skilled and experienced Tax Associate Director with:
ATT/ CTA qualification, or a similar professional qualification (QBE candidates may also be considered)Significant exposure to personal and private client tax in a specialist or mixed roleStrong communication skills - both verbal and written.Experience of working in a client-facing roleExcellent attention to detailAble to prioritise own workload and work to deadlinesA passion for providing excellent customer serviceAbility to innovate and share ideasDemonstrate accuracy in technical work deliveredAbout the Rewards- Hybrid and flexible working
- 25 days annual leave, plus bank holidays
- Career progression
- Electric Car scheme
- Cycle to Work Scheme
- Life Assurance
- Group Personal Pension Plan
- Flexible Holiday Purchase Scheme
- Enhanced Family Pay – maternity, paternity, parental, and compassionate leave
- Employee Assistance Programme – 24/7 confidential helpline as well as online support
