Private Client Tax Associate Director
19 days ago
Southampton
Southampton | Leading Accountancy Practice | Senior Hire Our Client is a highly respected, top‑tier accountancy and advisory firm with an established national and international footprint. Known for their deep technical expertise and strong advisory capability, they support a diverse private client base ranging from HNWIs and entrepreneurs to complex family structures, trusts and estates. Due to continued growth across the South region, they are now seeking a Private Client Tax Associate Director to join their successful Southampton practice. This is a key leadership appointment offering genuine progression, significant client exposure and the opportunity to play a central role in shaping the future of the Private Client Tax team. The RoleAs Associate Director, you will take a lead position in delivering high‑quality private client services while supporting and developing a growing team. Your responsibilities will include:Core Responsibilities • Managing and developing a diverse portfolio of private clients, delivering a blend of personal tax compliance and advisory work., • Identifying tax‑efficient opportunities, areas of risk and wider planning issues., • Acting as a trusted adviser—liaising directly with clients, resolving queries and providing clear guidance., • Overseeing workflow, ensuring tax filings and HMRC deadlines are met across your portfolio., • Supporting the management and development of the Private Client Tax team: conducting appraisals, providing coaching, reviewing work and fostering a high‑performing environment., • Monitoring utilisation, productivity and WIP to ensure efficient delivery and commercial performance., • CTA, ACA, ACCA or CA (or equivalent) qualified., • Substantial experience within a professional practice environment, specialising in private client or mixed tax., • A strong technical grounding with the ability to research and interpret complex areas of tax legislation., • Confident managing and advising HNWIs, families, entrepreneurs and other private client profiles., • Exposure to multiple sectors would be advantageous, reflecting the breadth of the client base., • Proven capability to lead, mentor and develop others in a tax environment., • A senior leadership role offering clear progression opportunities., • A respected firm with an excellent market reputation and strong commitment to technical quality., • Autonomy to shape your portfolio and contribute to the strategic direction of the team.