Private Client Tax Associate Director
 
Southampton | £70,000 – £80,000 | Permanent | Full Time
 
About the Firm
Our client is a leading UK accountancy practice with a strong regional and national footprint. Known for delivering expert tax and advisory services to a wide range of private clients, the firm combines technical excellence with a supportive, people-focused culture. They are now seeking a Private Client Tax Associate Director to join their growing South Region team.
 
The Opportunity
This is a senior leadership opportunity within a thriving Private Client Tax division. You’ll take ownership of a high-value client portfolio, lead complex personal tax projects, and play a pivotal role in managing and developing the wider team. The role offers a balance of compliance oversight, advisory delivery, and people leadership – ideal for someone looking to shape the next stage of their career within a progressive and forward-thinking firm.
 
Key Responsibilities

• Manage a diverse portfolio of private clients, overseeing both compliance and advisory work.
• Provide expert advice across personal tax, trusts, and estate planning.
• Identify tax-sensitive expenditure and broader tax planning opportunities.
• Liaise directly with clients to resolve queries and deliver an exceptional client experience.
• Ensure all HMRC and internal deadlines are met across your portfolio.
• Support and mentor the Private Client Tax team, conducting appraisals and providing technical coaching.
• Drive improvements in the quality, efficiency, and consistency of tax delivery.
• Monitor WIP, productivity, and billing to ensure commercial performance.
• Contribute to business development and the ongoing growth of the Private Client service line.

About You

• CTA, ACA, ACCA, or CA qualified (or equivalent).
• Experienced in Private Client or Mixed Tax within a professional practice environment.
• Strong technical understanding of personal tax legislation and complex advisory work.
• Skilled in managing client relationships across multiple sectors.
• Confident leading and mentoring team members at various stages of their career.
• Commercially astute with a proactive approach to identifying new opportunities.

What’s on Offer

• Salary £70,000 – £80,000 DOE.
• Full-time, permanent position with hybrid working and flexibility across South Region offices.
• Opportunity to lead a high-performing team and contribute to the division’s continued growth.
• Supportive environment with clear progression pathways to Director and Partner level.