Tax Associate Director

Posted 26 June by Rekroot
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Tax Associate Director - Solihull

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.

The firm:

  • Well-established accountancy firm with a friendly office in Solihull
  • Provide a full range of accountancy services to a wide range of clients
  • Friendly working environment
  • Offering flexibility in terms of working hours, smart working etc


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 Associate Tax 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

Benefits:

Exellent remuneration package

Bonus

Flexible working

Hybrid working

Career Progression to Director

Required skills

  • Private Client
  • Personal Tax

Reference: 52963702

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