Job Overview
This role is perfect for a seasoned private client tax manager who excels at private client tax management and advisory services. As an Associate Director, you will provide innovative tax solutions, deliver excellent client service, engage and mentor the wider team, and join the senior leadership team as a business developer.
Client Details
Our client is a leading player in the UK accountancy field, positioned within the Top‑10 firms and one of the UK’s largest wealth managers. They have consistently delivered high‑quality services to a diverse range of clients, earning a sterling reputation in the industry.
Description
Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with a strong spirit of collaboration within a Private Client Tax environment? The office is a 13‑minute walk from Salisbury Train station and situated in the centre of a lovely market town.
You will join a team with a diverse portfolio and complex issues to navigate. Known for its Landed Estates and rural businesses specialism, the team acts for many titled families.
As an Associate Director you will be part of the advisory team, working on planning opportunities and delivering for a wide‑ranging portfolio of clients. You will lead client relationships and be involved in meetings and projects for new and potential clients.
Key Responsibilities
* Manage a portfolio of personal clients with complex tax affairs, including HNWIs focused on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
* Take ownership of advisory projects, attend and run client meetings, and manage client projects.
* Maintain strong relationships with clients and support senior members of the team to identify opportunities for new work.
* Develop junior team members, providing timely feedback and assisting them with technical and personal development.
Profile
* Significant experience working across tax planning and advisory projects.
* Experience gained within another professional services firm with a sound knowledge and understanding of a variety of private client tax issues.
* People management and organisational experience.
* Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA / CTA).
Job Offer
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependent)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
Diversity & Inclusion
Our client values the differences that a diverse workforce brings, representing society and their clients. They deliver initiatives focused on diversity, equity and inclusion, ensuring all colleagues feel respected and can achieve their full potential in a safe, supportive, and inclusive environment.
Application
If you are seeking a challenging yet rewarding role in a leading professional services firm, look no further. Apply today to join our dedicated team in Salisbury.
Seniority level
* Mid‑Senior level
Employment type
* Full‑time
Job function
* Accounting / Auditing and Finance
Industries
* Accounting
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