Private Wealth Tax Associate Director

Shape the Future of Private Client Tax Advisory

Are you an experienced tax professional looking for an opportunity to move beyond traditional compliance work and play a leading role in complex, high-value advisory projects?

We’re seeking an ambitious and commercially minded tax specialist to join a growing advisory team that works closely with entrepreneurs, business owners, high-net-worth families and their advisers on sophisticated tax planning and wealth structuring matters.

This is an opportunity to become a trusted adviser on some of the most interesting private client and owner-managed business projects in the market, while helping to develop the next generation of tax professionals.

The Opportunity

You will take a leading role in delivering strategic tax planning solutions for individuals, families and business owners, advising across a broad range of areas including:

• Inheritance Tax planning
• Succession and estate planning
• Family wealth preservation strategies
• Trust and fiduciary structures
• Family investment vehicles
• Business restructuring projects
• Shareholder and owner-managed business planning
• Capital gains and extraction strategies

Working alongside senior advisers, legal professionals and external stakeholders, you will help design and implement bespoke planning solutions that deliver meaningful outcomes for clients.

This is a role for someone who enjoys solving complex problems, building trusted client relationships and mentoring talented team members.

What You’ll Be Doing

Client Advisory

• Lead complex tax advisory assignments from initial planning through to implementation.
• Provide clear, practical and technically robust tax advice to clients and their professional advisers.
• Identify opportunities to enhance and protect client wealth through effective tax planning strategies.
• Build long-term relationships with entrepreneurs, business owners and private clients.

Project Leadership

• Manage multiple advisory projects simultaneously, ensuring delivery to agreed timescales and quality standards.
• Coordinate with solicitors, financial advisers and other stakeholders to ensure successful implementation of planning strategies.
• Monitor project progress and proactively manage risks and deadlines.
• Oversee HMRC submissions, clearances and reporting requirements where required.

Technical Excellence

• Review complex tax analysis prepared by team members.
• Research and interpret legislation, case law and HMRC guidance.
• Provide technical leadership across a broad spectrum of direct tax matters.
• Ensure advice remains commercially practical while maintaining the highest professional standards.

Team Development

• Coach, mentor and develop junior and mid-level tax professionals.
• Support technical training and knowledge sharing across the team.
• Contribute to performance reviews and career development discussions.
• Help build a collaborative, high-performing team culture.

What We’re Looking For

You may currently be a Senior Manager, Associate Director, Director or experienced Tax Manager looking to step into a broader advisory leadership role.

You’ll bring:

• CTA qualification (or equivalent professional qualification).
• Significant experience within private client tax, owner-managed business advisory or personal tax planning.
• Strong technical knowledge across direct taxes, including:
• Inheritance Tax
• Capital Gains Tax
• Income Tax
• Corporation Tax
• Employment Taxes
• Stamp Taxes
• Experience managing complex advisory projects from inception to completion.
• Excellent written and verbal communication skills.
• The ability to explain complicated technical issues in a clear and commercially focused way.
• Strong leadership and mentoring experience.
• A genuine passion for client service and relationship building.

Why Join?

This is more than a technical tax role.

You’ll be joining a business that is investing heavily in growth, innovation and people development, offering the opportunity to make a genuine impact while accelerating your own career progression.

We offer:

• Highly competitive salary and bonus potential
• Car allowance option
• Profit-sharing opportunities
• Private medical cover
• Hybrid and flexible working
• Enhanced annual leave allowance
• Complimentary lunches
• Team events and incentive experiences
• Ongoing professional development and technical training
• Clear progression pathways into senior leadership
• A collaborative, supportive and forward-thinking culture

Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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