At a Glance
- Tasks: Lead advisory for high net worth clients, delivering bespoke tax solutions and innovative planning.
- Company: Join a prestigious firm with a collaborative and supportive culture.
- Benefits: Flexible hybrid working model, competitive salary, and opportunities for professional development.
- Other info: Opportunity to mentor junior professionals and manage complex projects.
- Why this job: Make a real impact on clients' financial futures while advancing your career in a dynamic environment.
- Qualifications: CTA or equivalent qualification with proven experience in personal tax advice.
The predicted salary is between 51750 - 63250 £ per year.
Are you ready to take a leading role in advising high net worth individuals and their families? We are seeking an exceptional Assistant Director to join our respected Private Clients team. Join a prestigious firm where your expertise will be used to provide sophisticated tax solutions for high-net-worth individuals and their families.
You will work alongside Directors and Partners to deliver bespoke tax advice and innovative planning solutions. This is not a compliance role — it’s a varied position where you’ll play a leading part in advisory work, business development, and assisting the team to meet its 2030 strategy. Your expertise will help to drive innovative planning solutions that make a tangible difference to our clients’ financial futures.
Candidates must possess a CTA qualification, although other recognised accounting qualifications, such as STEP, ACA, or ACCA, will also be considered, provided they have proven post qualification experience in personal tax advice. To succeed, you will bring significant experience in private client tax advisory and planning, combined with strong technical expertise and exceptional client care.
You will be an accomplished communicator, able to build and strengthen relationships with clients, while demonstrating the commercial acumen and market awareness needed to identify opportunities and anticipate challenges. Proven success in developing new business will be matched by a track record of effectively managing multiple complex projects and priorities.
You will have experience supervising and mentoring junior professionals, fostering their growth while maintaining the highest technical and professional standards. A commitment to continuous professional development and technical excellence will be central to your approach.
We offer a flexible, hybrid working model that blends time in our Cambridge and Milton offices with the option to work from home — giving you the best of both worlds.
Assistant Director – Private Clients employer: Peters Elworthy & Moore
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