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Private Client Tax Associate Director

Employer
Morgan McKinley
Location
London, United Kingdom
Salary
£95k - £100k
Closing date
May 22, 2024

View more

Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
A Top 30 Accounting Practice located a short walk from St Pauls is recruiting for a Personal Tax Associate Director

As an Associate Director you will manage your own portfolio of clients providing high level advisory and overseeing compliance services, as well as line managing a small team where you'll delegate work, conduct performance reviews, and support in learning & development efforts. You'll work with Tax Partners to help continue the growth of the Tax team, as well as business development, and support in driving the strategy of the division.

Your job responsibilities as a Tax Associate Director includes:
  • Manage a portfolio of high net worth/UHNW Private Client, Trusts (offshore) and Estate clients
  • Delivery of high level, often complex tax advice
  • Review and sign off tax returns and any relevant reporting requirements
  • Planning, budgeting and billing on tax compliance work
  • Carry out Tax planning work
  • 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 qualification or would like to qualify
  • 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.

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