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Private Client Tax Associate Director

Morgan McKinley
Job LocationLondon
EducationNot Mentioned
Salary£90,000 - £105,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A leading Private Client Tax team in a Top 30 single office Accounting Practice is recruiting for a Personal Tax Associate Director to join after a continued period of growth.You will be joining a highly established Private Client team of 30 people, with a great platform in place to push for Partner.In this job you will manage your own portfolio of clients providing advisory and compliance services, as well as line managing a team, and supporting the development and future strategy of the Private Client team.Your job responsibilities as a Tax Associate Director includes:

  • Manage a portfolio of high net worth personal, trust and estate clients
  • Review and sign off tax returns and any relevant reporting requirements
  • Planning, budgeting and billing on tax compliance work
  • Carry out UK Tax planning work
  • Be a business partner to other service lines from a Tax perspective; answering queries and supporting where required
  • Support the growth of the service line through marketing, business development, attending events and client meetings
  • Support the learning and development of more junior members of the team to ensure their professional and technical development
Your experience:
  • CTA and/or ACA qualified, you may hold STEP
  • Demonstrable experience advising high net worth and ultra-high net worth clients
  • Up to date knowledge of UK Private tax matters
  • Utilise a commercial mindset & ability to recognise cross-selling & BD opportunities
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

Keyskills :
Personal TaxTax returnsinternational taxtrustsHNWItrust taxhigh net worthprivate clientsprivate taxUHNWItax planningTax advisoryaccounting practicetax advisornon-domprivate client tax advisory

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