Tax Associate Director - Distinct Recruitment : Job Details

A top 40 accountancy firm with a reputation for excellence in private client tax and financial planning is looking for a skilled Tax Associate Director to join their growing team. With offices across the UK, this firm offers a collaborative and supportive work environment, providing high-level tax advice and planning to a diverse client base.

Key Responsibilities:

• Lead and manage a portfolio of high-net-worth individuals (HNWIs) and trusts, covering areas such as income tax, capital gains tax, inheritance tax, and complex PAYE coding.
• Provide strategic tax advice to clients, specializing in inheritance tax (IHT), income tax, and capital gains tax planning.
• Oversee the preparation and review of Self-Assessment tax returns and other compliance requirements.
• Prepare in-depth advisory reports on areas like IHT planning, UK trusts, business structures, and wealth preservation strategies.
• Attend and lead client meetings, managing follow-up actions and ensuring deadlines are met efficiently.

Requirements:

• CTA qualified with a minimum of 5 years in private client tax, ideally with experience managing HNWIs and trusts.
• Strong communication and interpersonal skills, with a proven ability to build and maintain client relationships.
• Proficiency in Word, Excel, and CCH software.

Benefits:

• Flexible hybrid working model for an improved work-life balance.
• Continuous professional development with ample training and growth opportunities.
• Work within a collaborative, supportive team with exposure to a broad and diverse client portfolio.

If you're ready to take on a new challenge in a forward-thinking firm with significant growth potential, this could be the role for you! Apply now or connect with William Jarvis at Distinct Recruitment on LinkedIn to discuss further.

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