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Private Client Tax Associate Director

Employer
Morgan McKinley
Location
London, United Kingdom
Salary
£90k - £95k
Closing date
Feb 9, 2025
View more categoriesView less categories
Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
A Top 20 Accounting Practice located in Central London is hiring for a Private Client Tax Associate Director

This is an exciting opportunity to join a highly established Private Client team as a key stakeholder and to support in the strategic growth, development of the tax juniors and deliver high level advice on a range of matters to HNW/UHNW clients. Due to succession planning, this position has a highly tangible route to Partner.

Salary: Up to £100k + benefits + bonus + flexible working (3 days per week in the office)

Location: Central London

Role profile:
  • Manage a portfolio of HNW/UHNW personal tax, trust and estate clients
  • Review and sign off tax comps and returns
  • Budget and plan all tax compliance work for clients in the portfolio
  • Carry out and assist with UK tax planning, including tax payment forecasting and projects
  • Key involvement in the development and growth of tax services in the Private Client team
  • Work closely and build relationships with colleagues in other teams

Your experience:
  • CTA qualified as a minimum
  • Experienced in advising HNW and UHNW individuals
  • Able to recognise business development and cross selling opportunities
  • Strong networking experience
  • Interest in developing junior team members

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

Morgan McKinley encourages applications from all qualified candidates who represent the full diversity of communities in the UK. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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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