Private Client Tax Associate Director

Overview

Associate Director - Private Client Tax (Family Business Focus) - Leatherhead

This Private Client - Family Business team specialises in advising family-owned enterprises, family offices, and high-net-worth individuals on a broad range of tax matters. They go beyond compliance to provide strategic guidance on succession planning, business structuring, governance, and long-term wealth preservation. Working closely with colleagues across the firm, they deliver integrated solutions tailored to the unique needs of family-run businesses.

• Delivering high-quality advisory and planning services to family businesses and their owners.
• Managing a portfolio of tax compliance clients, ensuring timely and accurate delivery.
• Supporting partners on bespoke projects such as succession planning, business restructures, and tax-efficient ownership models.
• Building and maintaining strong, trusted relationships with clients and across internal teams.
• Coaching junior staff and contributing to their development.
• Identifying new opportunities and contributing to business development initiatives.

• CTA qualified (preferred) or equivalent experience at Manager or Senior Manager level.
• Strong technical knowledge of private client and business tax matters.
• Proven experience delivering advisory work alongside compliance.
• Excellent communication and interpersonal skills.
• Passion for supporting family businesses and understanding their long-term goals.
• Experience mentoring junior staff and managing client relationships.

If you are interested in working directly with family run businesses please reach out to me now at

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