Private Client Tax Director/Associate Director

Our client is leading Top 20 firm based in Chelmsford. They are looking for a Private Client Tax Director/Associate Director to join their Chelmsford office.

The practice in question has experienced rapid growth over the past couple of year and they have an excellent reputation in the local market place.

Private Client Tax Director/Associate Director
Circa £55,000 - £75,000

The role is focused on leading the delivery of tax compliance and advisory projects for a substantial private client portfolio on behalf of the Partners. The role involves managing all aspects of client delivery including reviewing the technical content of the advice, ensuring excellent client service and timely communications with the client, keeping the Partners updated and monitoring the commercial and financial aspects of the engagements.

The portfolio will mostly comprise High Net Worth individuals, professional partners, non-residents and Non-Domiciled clients as well as related trusts. In addition to working on specific clients, the successful candidate will be expected to make a significant contribution towards the overall future development and success of the group, wider office and firm, as well as being involved in business development initiatives and networking events.

CTA/ATII qualified or equivalent desirable

Previous experience operating at Senior Manager level in a similar role is preferable.

Proven experience in client handling, including managing the implementation of complex advisory projects on “core” private client issues (for example, inheritance tax, capital gains tax planning, offshore trusts, etc).

Extensive experience of advising non-domiciled individuals together with an excellent understanding of current developments and how this impacts the wider picture.

For further information on this role please contact Jack Wood at Clark Wood - jack@clark-wood.co.uk / 01173 291053