Private Client Tax Associate Director in Birmingham

Job Title: Private Client Tax Associate Director

Location: Birmingham - hybrid working model

Salary: £75,000 - £85,000 (DOE) + benefits package

The Role

As an Associate Director within the Private Client Tax team, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with their Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with the firm values. 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. A typical day-to-day would look like:

• Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners.
• Leading advisory and technical projects.
• Collaborating with partners to help develop new business within the team and build on existing relationships.
• Playing an active role in developing the junior members of the team.
• Building relationships with all other departments to ensure all potential client needs are identified and serviced.
• Briefing junior staff on the client's business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking 'on the job' training where necessary.

Person Specification

• CTA and/or ACA qualified, or suitably qualified-by-experience.
• Strong understanding and practical experience of the tax issues relating to a range of private clients.
• Proven experience in client handling and project management.
• Ability to lead advisory projects resulting in high quality reports within budget.
• Excellent communication and interpersonal skills
• Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally.
• An interest in mentoring and developing junior members of staff.

Benefits

• 27 Days Holiday (with the option of purchasing additional days).
• Financial tools
• Electric car scheme
• Access to a virtual GP.
• Individual healthcare cover
• Access to a suite of 300+ courses on demand developed by the inhouse Talent Development team.