Private Client Tax Associate Director

CAnnection; Birmingham; On-site; GBP 60,000 - 100,000

Job description

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The Opportunity

Our client, an accountancy and business advisory firm, are looking for a Private Client Tax Associate Director to join their growing Birmingham team.

Why Join?

The rapidly growing Private Client Tax Team manages the tax affairs of private equity funds, unincorporated businesses, trusts, individuals, and their families, including successful entrepreneurs. They solve complex tax challenges while building strong client relationships, becoming their trusted advisors. Recognized globally for their expertise in high-net-worth individuals, entrepreneurs, and owner-managed businesses, they offer unparalleled access to partners and diverse career growth opportunities. With a truly global client portfolio, you'll need strong technical skills and excellent people skills to succeed in this dynamic role.

Responsibilities:

• Looking after a portfolio of high-net-worth clients with complex needs and considering and anticipating their needs, working closely with the directors and partners delivering a client-centric service.
• Your role will include control of WIP, recoveries and billing.
• Advising on a range of tax matters, including succession planning and restructuring projects, as well as review of complex UK tax computations and returns.
• Developing and maintaining relationships with clients as appropriate to ensure the firm has the confidence of the client.
• Identify risk and technical matters, as well as business development opportunities to the Partner, whilst exercising judgement within agreed parameters.
• Ensure that the firm’s quality control procedures are adhered to.

What We’re Looking For:

• In depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures.
• Experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities.
• Ability to provide private client and trust compliance and advisory services to a wide range of clients using resource from a shared service team.
• Understanding of potential risks to the firm arising from various aspects of client engagement.
• Ability to guide and supervise less experienced colleagues.
• Experience in supporting, training, mentoring and advising others.
• Experience in driving improvements and championing change.
• Experience of leading projects of varying scale and complexity.
• Educated to degree level and is CTA and/or ACA qualified or equivalent.

If this sounds like the right opportunity for you, please click apply!

*Thank you for applying. If you have not received a response within one week of applying, please consider your application unsuccessful. *

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing, Finance, and Consulting

Industries

Accounting, Financial Services, and Legal Services