My client is a well-established Top 30 professional services firm with a strong reputation in the private client market. Their 30-strong Private Client team, including 4 Partners, advises HNWIs, families, and trusts on complex UK tax matters and estate planning. They are now seeking an experienced Associate Director to support the leadership team in delivering high-quality advisory and compliance services, helping grow the offering and mentoring junior staff.

This role offers a clear pathway to Partner within a collaborative, technically strong, and ambitious team.

Key Responsibilities:

• Manage a portfolio of high-net-worth individuals, trusts, and estates • Lead UK tax compliance and advisory work, ensuring timely delivery and recoverability • Review and sign off tax computations and returns • Advise clients on tax planning and identify cross-service opportunities • Contribute to business development through networking, seminars, and technical content • Provide technical support and mentorship across the Private Client team • Drive internal quality assurance and professional development

Requirements:

• CTA qualified with strong knowledge of UK private client tax • Experience advising HNW/UHNW clients and their structures • Strong communication, leadership, and networking skills • Commercially minded with a collaborative approach

Should you have any questions or wish ...