Private Client Tax Associate Director - Clear IT Recruitment Limited : Job Details

My client is a well-established Top 30 professional services firm with a strong reputation in the private client market. Their 30-strong Private Client team, including 4 Partners, advises HNWIs, families, and trusts on complex UK tax matters and estate planning. They are now seeking an experienced Associate Director to support the leadership team in delivering high-quality advisory and compliance services, helping grow the offering and mentoring junior staff.

This role offers a clear pathway to Partner within a collaborative, technically strong, and ambitious team.

Key Responsibilities:

• Manage a portfolio of high-net-worth individuals, trusts, and estates

• Lead UK tax compliance and advisory work, ensuring timely delivery and recoverability

• Review and sign off tax computations and returns

• Advise clients on tax planning and identify cross-service opportunities

• Contribute to business development through networking, seminars, and technical content

• Provide technical support and mentorship across the Private Client team

• Drive internal quality assurance and professional development

Requirements:

• CTA qualified with strong knowledge of UK private client tax

• Experience advising HNW/UHNW clients and their structures

• Strong communication, leadership, and networking skills

• Commercially minded with a collaborative approach

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.