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Associate director - private client tax

Salisbury
Permanent
Page Personnel
Associate director
Posted: 27 November
Offer description

Key Responsibilities

* Lead a growing Tax department in a thriving Top‑10 office
* Drive business development with excellent Tax Advisory opportunities


About Our Client

Our client is a leading player in the UK accountancy field, boasting a position within the Top‑10 firms, in addition to being one of the UK’s largest wealth managers. With an outstanding reputation, they have consistently delivered high‑quality services to a diverse range of clients, earning them a sterling reputation in the industry.


Job Description

Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment. The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town. You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism the team act for a number of titled families. As an Associate Director you will be part of the advisory team to work on planning opportunities and work in a team delivering for a wide ranging portfolio of clients. You will also lead client relationships and be involved in meetings and projects for new and potential new clients.

* You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
* Taking ownership of advisory projects, attending and running client meeting and running client projects
* Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
* Developing the more junior team including providing timely feedback and assisting them with technical and personal development


The Successful Applicant

A successful Associate Director – Private Client Tax should have:

* Significant experience working across tax planning / advisory projects
* You will have significant experience gained within another professional services firm and will have 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


What’s on Offer

* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependant)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave

Our client is proud to value the differences that a diverse workforce brings, representative of society and their clients. Our client has a wide range of highly active employee resource groups and are currently delivering multiple diversity, equity and inclusion initiatives across the organisation. It is their commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 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.

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