Private Client Tax Associate Director
Associate Director – Private Client Tax
Location: Birmingham, Manchester or Nottingham 2dpw
About the Opportunity
An established and growing private client tax practice is seeking an experienced Associate Director to join its Midlands team. This is an excellent opportunity for a technically strong and commercially minded tax professional to work with a diverse portfolio of entrepreneurs, business owners, high-net-worth individuals and family offices.
The team is known for its collaborative culture, high-quality advisory work and commitment to professional development. You will play a key role in delivering complex tax advice, developing client relationships and supporting the growth of the practice.
The Role
As an Associate Director, you will lead the delivery of bespoke tax solutions to a broad range of private clients, helping them navigate complex tax matters and achieve their personal and commercial objectives.
You will work closely with business owners, shareholders and senior stakeholders, providing strategic advice across a range of private client tax issues. Alongside managing client relationships, you will contribute to the development of junior team members and support wider business development initiatives.
Key Responsibilities
- Manage a portfolio of private clients, acting as a trusted adviser and primary point of contact.
- Provide strategic advice on personal tax planning, shareholder matters, business succession and transaction-related tax issues.
- Identify opportunities to deepen client relationships and expand service offerings.
- Lead the successful delivery of advisory projects from initial scoping through to implementation.
- Work closely with colleagues across corporate tax, transaction services, legal and wealth advisory teams to provide integrated advice.
- Support business development activities, including networking, proposal preparation and identifying new opportunities.
- Mentor, coach and develop members of the wider team, fostering a positive and collaborative culture.
- Oversee project profitability, budgeting, billing and work-in-progress management.
- Maintain a strong understanding of market developments and legislative changes affecting private clients.
About You
You will be an experienced private client tax professional with strong technical expertise and a proven ability to develop long-term client relationships.
Qualifications
- CTA, ACA, ACCA, CA or equivalent professional qualification.
- Strong technical grounding in UK personal tax and private client advisory work.
Experience
- Extensive experience advising high-net-worth individuals, entrepreneurs, owner-managed businesses and shareholders.
- Strong knowledge of succession planning, capital gains tax, inheritance tax and shareholder tax planning.
- Experience advising clients in connection with corporate transactions, exits and reorganisations.
- Demonstrated ability to manage complex advisory projects and multiple stakeholder groups.
- Proven track record of winning and developing client relationships and generating advisory opportunities.
- Strong commercial awareness and the confidence to engage with business owners and senior decision-makers.
- Experience leading, mentoring and developing high-performing teams.
What You’ll Bring
- Excellent communication and relationship-building skills.
- A proactive and entrepreneurial approach to business development.
- The ability to balance technical excellence with practical, client-focused solutions.
- Strong leadership skills and a commitment to developing those around you.
- Energy, drive and enthusiasm for delivering exceptional client outcomes.
Why Join?
- Exposure to complex and high-value advisory work.
- Opportunity to work with a prestigious client base.
- Clear progression opportunities within a growing team.
- Supportive and collaborative culture.
- Flexible and hybrid working environment.
- Competitive salary and comprehensive benefits package.
This role would suit an ambitious private client tax specialist looking to take on a senior leadership position within a highly respected and growing advisory practice.
Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
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