A leading international professional services firm is seeking an experienced Private Client Tax professional to join its growing team in Birmingham at Associate Director level. This is an excellent opportunity to join a dynamic and ambitious organisation that works closely with entrepreneurial and mid-market clients, providing high-quality advisory and compliance services. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities.The firm has a strong reputation for delivering innovative solutions and fostering long-term client relationships. With continued growth and a clear strategic vision, it offers a collaborative and forward-thinking environment where individuals can truly make an impact.The Role
Joining a well-established Private Client Tax team, the successful candidate will work with a diverse portfolio including high-net-worth individuals, trustees, partnerships, sole traders, and family-owned businesses. The role combines both advisory and compliance responsibilities, with a strong emphasis on building and maintaining client relationships and delivering strategic tax advice.
As an Associate Director, responsibilities will include:Managing and developing key client relationships, acting as a trusted adviserLeading a variety of complex advisory and technical tax projectsIdentifying and pursuing business development opportunitiesCollaborating with senior stakeholders to expand service offeringsOverseeing the delivery of high-quality compliance and advisory workLeading, mentoring, and developing junior team membersEnsuring effective team management, including workflow planning and review processesWorking closely with other service lines to deliver a seamless client experienceCandidate Profile
The ideal candidate will be commercially minded, technically strong, and passionate about delivering exceptional client service. They will enjoy working in a fast-paced environment and be confident leading both people and projects.
Key requirements include:CTA and/or ACA qualification (or equivalent experience)Strong technical knowledge of private client tax mattersProven experience managing client portfolios and delivering advisory projectsExcellent communication and interpersonal skillsDemonstrated ability to build and maintain strong internal and external relationshipsExperience in mentoring and developing junior staffStrong organisational and project management capabilitiesOur client provides a flexible rewards and benefits package designed to support a fulfilling experience, both at work and beyond.
This is a fantastic opportunity for an ambitious Private Client Tax professional looking to take the next step in their career within a supportive and high-performing environment.
Interested candidates are encouraged to send their CV to opportunities@capitaltaxrecruitment.com to apply or find out more.
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