Associate Director - Private Client Tax

Key Responsibilities

• Lead a growing Tax department in a thriving Top‑10 office
• Drive business development with excellent Tax Advisory opportunities

Our client is a leading player in the UK accountancy field, boasting a position within the Top‑10 firms, in addition to being one of the UK’s largest wealth managers. With an outstanding reputation, they have consistently delivered high‑quality services to a diverse range of clients, earning them a sterling reputation in the industry.

Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment. The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town. You will be joining a team with a diverse portfolio with some complex issues to navigate.

Known for its Landed Estates and rural businesses specialism the team act for a number of titled families. As an Associate Director you will be part of the advisory team to work on planning opportunities and work in a team delivering for a wide ranging portfolio of clients. You will also lead client relationships and be involved in meetings and projects for new and potential new clients.

• You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
• Taking ownership of advisory projects, attending and running client meeting and running client projects
• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
• Developing the more junior team including providing timely feedback and assisting them with technical and personal development

A successful Associate Director – Private Client Tax should have:

• Significant experience working across tax planning / advisory projects
• You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues.
• People management and organisational experience
• Qualified Chartered Accountant and / or Chartered Tax Adviser – ACA / CTA

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

Our client is proud to value the differences that a diverse workforce brings, representative of society and their clients. Our client has a wide range of highly active employee resource groups and are currently delivering multiple diversity, equity and inclusion initiatives across the organisation. It is their commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you are seeking a challenging yet rewarding role in a leading professional services firm, look no further. Apply today to join our dedicated team in Salisbury.