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Private Client Tax Associate Director

Crowe Watson Recruitment
Posted 4 days ago, valid for a month
Location

Guildford, Surrey GU48EY, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Crowe Watson Recruitment is seeking a Private Client Tax Associate Director for a leading Chartered Accountants firm in Guildford.
  • The role offers flexible working, a strong company pension, and genuine progression opportunities within a dynamic team.
  • Candidates should have a minimum of 5 years of experience in private client tax advisory and compliance, along with relevant qualifications such as CTA or ACA/ACCA.
  • The position involves managing a portfolio of high-net-worth clients, leading complex tax planning projects, and mentoring junior staff.
  • Salary is dependent on experience, and the firm is known for its supportive environment and high-quality client base.

Crowe Watson Recruitment is delighted to be working with a leading firm of Chartered Accountants in Guildford to recruit a Private Client Tax Associate Director. This is a fantastic opportunity offering flexible working, a strong company pension, and much more! The role offers genuine progression prospects and the chance to join a dynamic and supportive team within a well-established and highly respected firm. Our client boasts a diverse and high-quality client base, providing a stimulating and rewarding environment for ambitious professionals.

As Private Client Tax Associate Director, you will play a key role in the delivery of tax advisory and compliance services to a varied portfolio of high-net-worth individuals, business owners, and other private clients. You will work closely with Partners, providing strategic input and helping to drive growth within the department. The successful candidate will also have the opportunity to lead and mentor junior members of the team, while also managing complex advisory work including inheritance tax, trusts, and capital gains tax planning.

At Crowe Watson, we pride ourselves on working closely with both our clients and candidates, ensuring the right match and supporting professionals as they take the next step in their careers. If you’re an experienced Private Client Tax specialist looking for an opportunity with real impact and progression, we’d be thrilled to speak with you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

Key Responsibilities

  • Managing a portfolio of private client tax clients, ensuring compliance and advisory needs are met
  • Leading and delivering complex tax planning and advisory projects
  • Supporting and mentoring junior staff members within the team
  • Building strong relationships with clients, providing a high level of service
  • Working closely with Partners on business development initiatives
Requirements
  • CTA and/or ACA/ACCA qualified (or equivalent)
  • Proven experience in private client tax advisory and compliance
  • Strong technical knowledge of UK personal tax legislation
  • Excellent communication and client relationship skills
  • Must have a minimum of 5 years previous experience working within a UK Practice environment

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.