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Private Client Tax Services Associate Director, Harrogate
Client:
SW Group
Location:
Harrogate, United Kingdom
Job Category:
Customer Service
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EU work permit required:
Yes
Job Reference:
ce87cf73ddd1
Job Views:
3
Posted:
10.05.2025
Expiry Date:
24.06.2025
Job Description:
This role involves overall responsibility for a group of clients, leading client relationships, and contributing to staff management. The candidate should be based in Manchester, Leeds, or Harrogate, with in-office collaboration three times a week.
Responsibilities include:
* Providing excellent client service and ensuring customer experience aligns with the group’s Conduct Risk framework.
* Achieving exceptional advisor competencies and managing client relationships.
* Contributing to business strategy and marketing activities.
* Ensuring compliance with internal procedures and policies.
* Managing financial performance reviews and day-to-day team management.
* Mentoring and developing talent within the organization.
Qualifications:
* Significant private client tax experience within a professional practice.
* Knowledge of private client tax and related advice.
* Experience in tax planning and advisory projects.
* Client relationship management skills.
* Business development experience.
* Team and project management skills.
Professional Qualifications:
* Qualified Tax Advisor and/or Chartered Accountant
Key Competencies:
* Technical excellence, client-focused service delivery, and strong leadership skills.
* Business development and relationship-building capabilities.
* Mentorship and talent development focus.
Additional Benefits:
* Competitive salary, private medical insurance, life assurance, pension, hybrid working, generous holiday, professional training, and more.
Our organization values diversity and inclusivity, providing a respectful and supportive environment for all colleagues. We accommodate reasonable adjustments throughout the application process.
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