Overview
Assistant Director – Are you ready to take a leading role in advising high net worth individuals and their families?
We are seeking an exceptional Assistant Director to join our respected Private Clients team. Join a prestigious firm where your expertise will be used to provide sophisticated tax solutions for high-net-worth individuals and their families. You will work alongside Directors and Partners to deliver bespoke tax advice and innovative planning solutions. This is not a compliance role — it’s a varied position where you’ll play a leading part in advisory work, business development, and assisting the team to meet its 2030 strategy. Your expertise will help to drive innovative planning solutions that make a tangible difference to our clients’ financial futures.
Responsibilities
* Provide sophisticated tax solutions for high-net-worth individuals and their families in an advisory capacity.
* Work alongside Directors and Partners to deliver bespoke tax advice and innovative planning solutions.
* Take a leading role in advisory work, business development, and helping the team meet its 2030 strategy.
* Collaborate with the Private Clients team to drive innovative planning solutions that impact clients’ financial futures.
* Develop and manage multiple complex projects and priorities; supervise and mentor junior professionals while maintaining high technical and professional standards.
* Demonstrate commitment to continuous professional development and technical excellence.
Qualifications
* CTA qualification is required; other recognised accounting qualifications such as STEP, ACA, or ACCA will be considered with proven post-qualification experience in personal tax advice.
* Significant experience in private client tax advisory and planning with strong technical expertise and exceptional client care.
* Excellent communication and relationship-building skills, with commercial acumen and market awareness to identify opportunities and anticipate challenges.
Benefits / Working Model
* Flexible, hybrid working model blending time in Cambridge and Milton offices with the option to work from home.
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