- Are you looking to make an impact in Personal/Private Client Tax as Associate Director?
- And are you looking for open, engaged and collaborative teams?
- Are you looking for flexible working? (1-2 days in the office per week)
- Are you looking for an advisory role?
Roles & Responsibilities:
As a Private Client Tax Advisory Associate Director you will be responsible for:
- Reviewing tax reports prepared by junior members of the team.
- Ensuring WIP analysis and billing are kept up to date.
- Ensuring files are of an appropriate standard for QCR purposes.
- Liaising with HMRC regarding various issues.
- Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc.
Skills, Knowledge and Experience:
- Holds relevant professional qualification (e.g. CTA) or equivalent experience.
- Extensive experience of personal tax services.
- Significant experience of developing project plans and ensuring deadlines are met.
- Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies.
- Experience of identifying opportunities for business development on tax clients and across other service lines.
- Proficiency with personal tax on CCH Central would be an advantage.