Private Client Tax Associate Director
Achieve Professionals
Private Client Tax Associate Director
London | £80,000 – £100,000 | Permanent | Full Time
About the Firm
Our client is a top-tier accountancy practice with a strong UK and international presence. Renowned for combining technical excellence with a people-first culture, they’re continuing to expand their Private Client Tax team and are seeking an Associate Director to join their London office.
The Opportunity
This is a newly created leadership role within a growing Private Client Tax division. You’ll be at the forefront of shaping strategy, building client relationships, and driving growth in the London region. It’s a chance to make a visible impact within a forward-thinking firm recognised for its quality and ambition.
Key Responsibilities
- Manage a high-net-worth client portfolio, leading advisory projects from start to finish.
- Deliver expert advice on Capital Gains Tax, Inheritance Tax, Trusts, and non-dom matters.
- Support clients with disclosures, enquiries, and investigations.
- Oversee onboarding, billing, and workflow to ensure accuracy and compliance.
- Collaborate across departments to deliver a seamless client experience.
- Coach, mentor, and review the work of team members, supporting their professional development.
- Contribute to business development, networking, and client growth initiatives.
About You
- CTA or STEP qualified, with at least 5 years’ post-qualified experience.
- Proven background in Private Client Advisory within an accountancy or legal environment.
- Strong understanding of UK taxation for offshore companies and trusts.
- Experienced in inheritance tax planning and familiar with recent Budget 2024 changes.
- Commercially minded, technically strong, and confident engaging directly with clients.
- A collaborative leader who enjoys mentoring and developing others.
What’s on Offer
- Salary up to £100,000 DOE.
- Hybrid and flexible working arrangements.
- Birthday leave and enhanced benefits package.
- Opportunity to shape a growing London practice within a market-leading firm.
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