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Private client / omb tax associate director

London
Insite Group
Associate director
Posted: 16 March
Offer description

Job Title: Private Client / OMB Tax Associate Director


Location: City of London - hybrid working module


The Role:

My client's mission is to become the UK's leading tech-enabled accounting firm for SMEs. They have ambitious goals and their high‑calibre team work hard to achieve them. They are one team with one agenda, working collaboratively in a respectful environment to deliver a great service to their clients. Therefore, you'll not only be working on exciting client challenges, you'll also be helping them shape the future of accounting.


What To Expect:

They are currently looking for a Tax Consultant to join their advisory team, with a focus on Private Client and Owner-Managed Businesses (OMBs). This is a pure advisory role, with no compliance, perfect for someone who thrives on solving complex problems, building trusted relationships, and delivering high-impact advice. Key responsibilities are:

* Leading on bespoke tax advisory projects for HNWIs, entrepreneurs, and OMBs
* Providing strategic guidance across areas such as succession planning, shareholder structuring, residence and domicile, and family wealth
* Collaborating with internal specialists and external advisors to deliver joined‑up solutions
* Acting as a senior point of contact for clients, building long‑term relationships based on trust and insight
* Supporting the development of junior team members and contributing to firms knowledge base


Qualifications, Knowledge & Experience:

* A strong advisory background in private client and/or OMB tax
* Commercially minded, with the ability to translate technical detail into clear, actionable advice
* Comfortable working in a fast‑paced, agile environment
* A natural communicator who enjoys working closely with clients and colleagues
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