Description
A fantastic opportunity has arisen with a highly regarded firm of Chartered Accountants based in Southampton, who are seeking a talented and ambitious Private Client Tax Associate Director to join their growing team. This is a role that offers genuine scope for career progression within a firm that takes real pride in developing its people. Offering flexible working arrangements, a competitive company pension, and much more, this is an outstanding platform for a senior tax professional looking to take the next step in their career.
Our client is a well-established and forward-thinking practice with a strong reputation in the private client tax space. The successful candidate will work closely with a high-quality portfolio of individuals, families, trusts, and estates, providing technically excellent and commercially minded advice. This is a firm that genuinely invests in its people, offering a collaborative and supportive environment where your contribution will be recognised and rewarded.
Crowe Watson Recruitment is proud to be working exclusively with this leading firm to find the right individual for this pivotal role. As one of the UK's most respected specialist recruitment agencies in the accountancy practice sector, Crowe Watson has a long and trusted track record of connecting exceptional talent with outstanding firms. If you are a driven and experienced private client tax professional ready to make your mark at Associate Director level, we would be delighted to hear from you.
Responsibilities
Lead and manage a portfolio of private client tax matters, including personal tax returns, estate planning, trusts, and inheritance tax advice, delivering technically strong and commercially relevant guidance to high-net-worth individuals and families.
Build and maintain strong client relationships, acting as a trusted adviser and identifying opportunities to develop and grow the portfolio through proactive and professional service delivery.
Provide mentorship, technical guidance, and day-to-day supervision to junior members of the tax team, supporting their development and contributing to a positive team culture.
Collaborate with partners and wider service lines across the firm to deliver joined-up advice on complex, multi-disciplinary matters.
Contribute to business development initiatives, including pitch preparation, networking, and raising the firm's profile within the private client tax market.
Requirements
Must have previous experience working within a UK Practice environment.
CTA, ACA, or ACCA qualified, with significant post-qualification experience in private client tax at a senior level, ideally with exposure to high-net-worth and ultra-high-net-worth client portfolios.
Strong technical knowledge across personal tax, trusts, estates, and inheritance tax, with the ability to advise on complex and nuanced matters with confidence.
Proven ability to manage and develop client relationships, with a commercial mindset and a commitment to delivering exceptional service.
Excellent communication and leadership skills, with the desire to contribute to team development and the wider strategic growth of the tax function.
You might not meet all the criteria, but if you are passionate about developing yourself and your career, we would love to hear from you.
Please note that Crowe Watson is unable to support applications requiring visa sponsorship. Candidates must have the right to work in the UK.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Our client is a well-established and forward-thinking practice with a strong reputation in the private client tax space. The successful candidate will work closely with a high-quality portfolio of individuals, families, trusts, and estates, providing technically excellent and commercially minded advice. This is a firm that genuinely invests in its people, offering a collaborative and supportive environment where your contribution will be recognised and rewarded.
Crowe Watson Recruitment is proud to be working exclusively with this leading firm to find the right individual for this pivotal role. As one of the UK's most respected specialist recruitment agencies in the accountancy practice sector, Crowe Watson has a long and trusted track record of connecting exceptional talent with outstanding firms. If you are a driven and experienced private client tax professional ready to make your mark at Associate Director level, we would be delighted to hear from you.
Responsibilities
Lead and manage a portfolio of private client tax matters, including personal tax returns, estate planning, trusts, and inheritance tax advice, delivering technically strong and commercially relevant guidance to high-net-worth individuals and families.
Build and maintain strong client relationships, acting as a trusted adviser and identifying opportunities to develop and grow the portfolio through proactive and professional service delivery.
Provide mentorship, technical guidance, and day-to-day supervision to junior members of the tax team, supporting their development and contributing to a positive team culture.
Collaborate with partners and wider service lines across the firm to deliver joined-up advice on complex, multi-disciplinary matters.
Contribute to business development initiatives, including pitch preparation, networking, and raising the firm's profile within the private client tax market.
Requirements
Must have previous experience working within a UK Practice environment.
CTA, ACA, or ACCA qualified, with significant post-qualification experience in private client tax at a senior level, ideally with exposure to high-net-worth and ultra-high-net-worth client portfolios.
Strong technical knowledge across personal tax, trusts, estates, and inheritance tax, with the ability to advise on complex and nuanced matters with confidence.
Proven ability to manage and develop client relationships, with a commercial mindset and a commitment to delivering exceptional service.
Excellent communication and leadership skills, with the desire to contribute to team development and the wider strategic growth of the tax function.
You might not meet all the criteria, but if you are passionate about developing yourself and your career, we would love to hear from you.
Please note that Crowe Watson is unable to support applications requiring visa sponsorship. Candidates must have the right to work in the UK.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.