We are working with a prominent Cambridge accountancy firm that has built a strong reputation in the HNW Private Client field. They are growing and keen to find a talented individual at Associate Director level. The role would suit either an AD seeking a new challenge and a route towards Director, or alternatively, a Senior Manager ready for the step up to Associate Director grade.
As an Associate Director, your responsibilities will include:
– Acting as the key trusted adviser to HNW private clients with complex tax affairs. These will include serial entrepreneurs, agricultural / landed wealth, prominent families, partnerships and Trusts.
– Providing ad hoc personal tax planning advice on areas including succession, IHT and estate planning, CGT, trusts and property related taxation.
– Building and maintaining client relationships, as well as identifying new work opportunities.
– Supervising junior staff, their compliance and advisory workloads.
– Developing the junior team and assisting with their technical and personal growth.
Background:
– Significant experience in private client tax from a professional services firm.
– Currently at least Senior Manager grade within a respected team.
– Sound knowledge of private client tax issues including CGT, IHT and trusts – preferably some experience with rural clients and landed estates.
– Proven technical expertise and the ability to convey complex messages effectively.
– Experience in tax planning/advisory projects and handling compliance issues.
– People management and organizational skills.
– Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).
The firm offers hybrid working 2-3 days a week. Salary dependent on experience but likely to be in the region £82k-£92k + bens.
To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5220
Alternatively, simply apply below:
Job Features
| Job Category | Personal Tax |
