Are you a seasoned private client tax professional with a passion for international work? Our client, a specialist tax boutique in London, is seeking an Associate Director to join their established and growing team. This is an exceptional opportunity to manage a portfolio of high-net-worth individuals with a strong international focus, providing ad-hoc advisory services and an element of compliance review.
This high-end, independent firm offers not only a great range of personal tax and trusts planning work, but also values genuine work/life balance. The team is proud of the trusted advisor relationships they’ve built, but burning the midnight oil is not encouraged.
The Opportunity:
As Private Client Tax Associate Director, you will:
- Manage a portfolio of high-net-worth individuals, with a focus on international clients.
- Provide expert advice on complex tax matters, including:
- Residence and the Statutory Residence Test
- Double Tax Treaties
- Remittance Basis and Anti-Avoidance Provisions
- UK tax implications for offshore trusts and beneficiaries (including motive defence, taxation of distributions, and UK real estate ownership)
- Implications of Finance Act 2025 changes for non-doms and offshore trustees
- IHT planning, including APR, BPR, Family Investment Companies, and Family Investment Partnerships
- Combine ongoing complex compliance work with ad-hoc advisory projects. The compliance element can be tailored to the incoming individual and their experience/preferences.
- Communicate complex tax concepts clearly and concisely as a key client-facing adviser.
- Collaborate within a supportive team environment.
About You:
- CTA qualified and possibly also STEP.
- Possess a strong technical background in UK tax and trusts, with a focus on international private clients.
- You are eager to expand your knowledge and skills in a constantly evolving field.
- You have excellent communication skills, both written and verbal, and can explain complex tax issues in plain language.
- You are a flexible team player, capable of managing your own portfolio while supporting colleagues.
The team operates hybrid working and can offer a salary to £100,000 p.a. (dependent on experience).
To find out more about the opportunity, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5249
Alternatively, simply apply below:
Job Features
| Job Category | Personal Tax |
