Director of Advisory Services

1 day ago


Salisbury, Wiltshire, United Kingdom Michael Page (UK) Full time
Firm Overview

Our client is a leading player in the UK accountancy field, boasting a position within the Top-10 firms, in addition to being one of the UK's largest wealth managers. With an outstanding reputation, they have consistently delivered high-quality services to a diverse range of clients, earning them a sterling reputation in the industry.

Job Description:

As an Associate Director, you will be responsible for managing a portfolio of personal clients with complex tax affairs, including HNWIs, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts.

  • You will take ownership of advisory projects, attend and run client meetings, and manage client projects.
  • You will lead client relationships and be involved in meetings and projects for new and potential new clients.

Requirements:

  • A strong background in tax planning and advisory projects, preferably gained within another professional services firm.
  • A sound knowledge of various private client tax issues, including inheritance tax, capital gains tax, and income tax.
  • Experience in people management and organizational skills.
  • Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

What We Offer:

  • A competitive salary of £140,000 - £170,000 per annum.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • A hybrid working model.
  • A generous holiday package.
  • The option to purchase additional holiday.
  • Shared parental leave.


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