About Our Client
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.
Job Description
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 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 acts for a number of titled families.
As an Associate Director, you will be part of the advisory team to work on planning opportunities and deliver 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.
Key Responsibilities:
* Manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships, and Trusts.
* Take ownership of advisory projects, attend and run client meetings, and manage client projects.
* Maintain strong relationships with clients and support senior members of the team to identify opportunities for new work.
* Develop junior team members, providing timely feedback and assisting with their technical and personal development.
The Successful Applicant
A successful Associate Director - Private Client Tax should have:
* Significant experience working across tax planning/advisory projects.
* Experience gained within another professional services firm and a sound knowledge of a variety of private client tax issues.
* People management and organizational experience.
* Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.
What's on Offer
* Competitive salary.
* Private medical insurance.
* Life assurance.
* Pension contribution.
* Hybrid working model (role dependent).
* 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. They have a wide range of highly active employee resource groups and are currently delivering multiple diversity, equity, and inclusion initiatives across the organization. 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.
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