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- Tasks: Lead high-value private client relationships and provide expert tax advice.
- Company: Dynamic national practice with a strong focus on private clients.
- Benefits: Competitive salary, hybrid working, 25 days holiday, and clear progression to Director.
- Why this job: Make a real impact with HNW clients and shape your own portfolio.
- Qualifications: CTA/ACA qualified with experience in private client or personal tax teams.
- Other info: Supportive leadership and commitment to diversity in the workplace.
The predicted salary is between 80000 - 90000 £ per year.
Looking to own a high-value private client portfolio? Want day-to-day exposure to HNWIs, family offices and business owners? Ready for a visible, client-facing role with a genuine runway to Director?
Benefits:
- Hybrid working and flexible hours
- Clear route to Director level
- Opportunity to build and shape your own portfolio
- Exposure to complex trust, estate and succession planning work
- Supportive, ambitious leadership with commercial appetite
Your new firm:
A national practice with a heavyweight private client capability is investing in its Manchester office. They combine partner-led technical depth with an entrepreneurial culture - strong client relationships, high-value mandates and a clear appetite for growth. The team is busy, visible and looking for a senior adviser who can step in and add immediate credibility.
Your new role:
As Private Client Associate Director you will lead trusted adviser relationships across a sophisticated client base. You will own high-net-worth mandates, deliver technical advice across trusts, IHT, residence & domicile, estate and succession planning, oversee compliance delivery and support growth activity across the region.
Key responsibilities include:
- Leading advisory work for HNW / UHNW individuals, families and family offices
- Overseeing and signing off personal tax compliance and trust reporting
- Providing technical advice on IHT, trusts, estate planning, residence & domicile and business succession
- Acting as a senior point of contact for longstanding clients and introducers
- Supporting Partners with pitches, proposals and business development activity
- Coaching, developing and retaining senior/junior team members
To be successful in this role, you will need:
- CTA / ACA / CTA-equivalent or strong private client technical background
- Proven experience at Senior Manager / Associate Director level within private client or personal tax teams
- Practical advisory experience with HNW clients, trusts and IHT planning
- Excellent client-handling, communication and stakeholder management skills
- Commercial mindset with appetite to help grow the service line
Benefits (full):
- £80,000 - £90,000 + bonus
- Hybrid working (typically 2-3 days remote)
- 25 days holiday + bank holidays (enh possible)
- Private medical & enhanced pension options
- Clear progression pathway to Director with commercial upside
Drop an email to sam.priday@pro-tax.co.uk or call 07846 741892 for a confidential chat.
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.
Private Client Tax Associate Director in Manchester employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. Practise common interview questions and have some thoughtful questions ready to show your interest.
✨Tip Number 3
Showcase your expertise! Bring along examples of your work or case studies that highlight your skills in private client tax. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Private Client Tax Associate Director in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Associate Director role. Highlight your experience with HNW clients and any relevant qualifications like CTA or ACA. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience in trust and estate planning, and how you can contribute to our ambitious growth plans. Let us know why you want to join our team!
Showcase Your Client-Handling Skills: In your application, be sure to highlight your client-handling and communication skills. We value strong relationships with our clients, so share examples of how you've successfully managed client expectations and built trust in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to trusts, IHT, and estate planning. Be prepared to discuss specific cases or scenarios where you've successfully advised HNW clients. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Client Skills
Since this role involves a lot of client interaction, think of examples where you've built strong relationships with clients or stakeholders. Highlight your communication skills and how you've managed expectations or resolved issues in the past. This will demonstrate your ability to handle high-value clients effectively.
✨Be Ready for Business Development Talk
The firm is looking for someone who can contribute to growth, so be prepared to discuss your experience with pitches and proposals. Think about how you can help expand their service line and bring in new business. Showing a commercial mindset will set you apart from other candidates.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's culture, growth plans, and how they support their teams. This not only shows your interest in the role but also helps you gauge if the firm aligns with your career goals. It’s a two-way street, after all!