A fantastic opportunity has arisen with a highly regarded firm of Chartered Accountants based in Cambridge, who are seeking an experienced Private Client Tax Associate Director to join their growing team. This is a genuinely exciting role for a senior tax professional looking to take the next step in a firm that truly invests in its people, offering flexible working arrangements, a competitive company pension, and much more. If you are looking for a position where your expertise will be valued and your ambitions supported, this is the role for you.
Our client is a well-established and forward-thinking practice with a strong and diverse private client portfolio, advising high net worth individuals, trustees, entrepreneurs, and family offices on a broad range of complex tax matters. At Associate Director level, you will play a central role in shaping the firm’s private client offering, building and maintaining key client relationships, and providing technically excellent advice across income tax, capital gains tax, inheritance tax, and trust-related matters. The firm has a clear and defined pathway for progression, making this an ideal platform for an ambitious professional.
Please note we are unable to offer visa sponsorship for this position.
Key Responsibilities
- Leading and developing a portfolio of private client engagements, delivering technically complex tax advice to high net worth individuals, trustees, and entrepreneurs
- Building and maintaining strong client relationships, identifying opportunities for cross‑selling and business development within the firm
- Managing, mentoring, and supporting junior members of the private client tax team, contributing to their technical and professional development
- Overseeing the preparation and review of self‑assessment tax returns, estate planning advice, and trust tax compliance work
- Contributing to the strategic growth of the private client department, including involvement in pitching for new clients and attending networking events
Requirements
- CTA qualified (or equivalent), with significant experience in private client tax at a senior level
- Must have previous experience working within a UK Practice environment
- Strong technical knowledge across income tax, capital gains tax, inheritance tax, and trust taxation
- Proven ability to manage and develop client relationships at senior level, with a commercial and client‑focused approach
- Excellent communication and leadership skills, with experience of supervising and developing junior team members
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