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Private Client Tax Associate Director

Rutherford Briant

London

On-site

GBP 60,000 - 100,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a Private Client Tax Associate Director in London, offering a defined route to Partner. This role allows you to manage a diverse portfolio of high-net-worth clients while mentoring junior team members. You will play a crucial role in strategic planning and service line development, ensuring your contributions are valued and impactful. With a strong focus on equity, diversity, and inclusion, this firm is committed to fostering a supportive environment for all professionals. If you are looking to elevate your career in a dynamic and rewarding setting, this opportunity is perfect for you.

Qualifications

  • CTA qualification required for the role.
  • Strong knowledge of UK Personal taxes is essential.

Responsibilities

  • Manage a portfolio of Private Client Tax clients across the UK.
  • Provide technical guidance and mentor team members.

Skills

UK Personal Taxes
Networking Skills
Mentoring
Client Management

Education

CTA Qualification

Job description

Are you a Personal Tax specialist, and looking for a role with a clear route to Partner? This could be the role for you!

This Top 30 firm based in the heart of London, are hiring for a Private Client Tax Associate Director, and they are open to a hire of someone taking a sideways step in order to get the ability to progress to Partner, or as a potential first step at Director grade. The hire is being made as a clear succession plan for one of the Private Client Tax Partners and so this will be a defined route to Partner.

The Private Client Tax service line is incredibly well regarded for the firm, and lots of their clients use multiple areas of the business, which should allow for a great opportunity to build your internal and external network which is vital to making that Partner step.

Responsibilities:
As a Private Client Tax Associate Director, you will…

  • Manage a portfolio of Private Client Tax clients, across the HNWIs, OMB and Trusts space within the UK
  • Own the budgeting and planning for the clients in your portfolio
  • Provide technical guidance to the members of the team, being a clear mentor to the team
  • Assist the current Partners with the service line strategic planning and decisions
  • Work with the business, and Partners to identify opportunities for service line development, and attend new business meetings

Requirements:
As a Private Client Tax Associate Director, you will need…

  • CTA Qualification
  • Strong knowledge of technical areas of UK Personal taxes
  • Experience working with, and advising, HNWI and UNHWI clients
  • Ability to train and develop junior members of the team
  • Networking skills and an ability to convert leads

If you are an experience professional within the Private Client Tax space, and looking for a role at Director grade, with a clear route to Partner - apply now, or get in touch to find out more information!

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.

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