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- Tasks: Join a dynamic team as a Private Client Tax Associate Director, focusing on client relationships and business development.
- Company: Be part of a Top 10 Accountancy practice known for its exceptional private client tax services.
- Benefits: Enjoy great progression opportunities, work-life balance, and mentorship from a leading industry expert.
- Why this job: This role offers a unique chance to build lasting relationships with prestigious clients while advancing your career.
- Qualifications: Candidates should have Manager-level experience in private client tax, with strong compliance and advisory skills.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 43200 - 72000 £ per year.
Responsibilities
- Delivering high-quality advisory and planning services to family businesses and their owners.
- Managing a portfolio of tax compliance clients, ensuring timely and accurate delivery.
- Supporting partners on bespoke projects such as succession planning, business restructures, and tax‑efficient ownership models.
- Building and maintaining strong, trusted relationships with clients and across internal teams.
- Coaching junior staff and contributing to their development.
- Identifying new opportunities and contributing to business development initiatives.
Qualifications
- CTA qualified (preferred) or equivalent experience at Manager level.
- Strong technical knowledge of private client and business tax matters.
- Proven experience delivering advisory work alongside compliance.
- Excellent communication and interpersonal skills.
- Passion for supporting family businesses and understanding their long‑term goals.
- Experience mentoring junior staff and managing client relationships.
If you are interested in working directly with family‑run businesses please reach out to me now at .
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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Private Client Tax Associate Director - Guildford employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director - Guildford
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the company culture and expectations.
✨Tip Number 2
Research the firm thoroughly. Understand their values, recent achievements, and the specific services they offer in private client tax. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your experience in compliance and advisory in detail. Be ready to share specific examples of how you've successfully managed client relationships and contributed to business development in your previous roles.
✨Tip Number 4
Showcase your soft skills, particularly in communication and relationship-building. As a Private Client Tax Associate Director, you'll need to establish trust with high-net-worth individuals, so emphasise your ability to connect with clients on a personal level.
We think you need these skills to ace Private Client Tax Associate Director - Guildford
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Private Client Tax Associate Director position. Understand the key responsibilities, required experience, and the skills needed to excel in this role.
Tailor Your CV: Customise your CV to highlight relevant experience in private client tax, compliance, and advisory roles. Emphasise your achievements and how they align with the expectations of the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client tax services and your desire to work with prestigious clients. Mention your experience at the Manager level and how you can contribute to the firm's growth.
Highlight Relationship-Building Skills: In both your CV and cover letter, emphasise your ability to build long-lasting relationships with clients. Provide examples of how you've successfully developed client relationships in previous roles.
How to prepare for a job interview at Pro-Tax
✨Research the Firm
Before your interview, take some time to research the accountancy practice. Understand their values, recent achievements, and their approach to private client tax services. This will not only help you answer questions more effectively but also show your genuine interest in the firm.
✨Prepare for Technical Questions
Given the role's focus on compliance and advisory, be ready to discuss your technical knowledge in private client tax. Brush up on relevant legislation and case studies that demonstrate your expertise, as well as any recent changes in tax laws that could impact clients.
✨Showcase Your Client Relationship Skills
As a Private Client Tax Associate Director, building relationships is key. Prepare examples of how you've successfully developed and maintained client relationships in the past. Highlight your communication skills and ability to understand clients' needs.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the firm's growth plans, the team dynamics, or the mentorship opportunities available. This shows your enthusiasm for the role and helps you assess if the firm is the right fit for you.
