Associate Director - Private Client Tax
An exciting opportunity has arisen for an Associate Director Private Client Tax to join a respected accountancy and business advisory firm. This role offers the chance to work in a top ten UK practice, known for its supportive culture and focus on development. You’ll manage a diverse portfolio of private clients, specialising in personal tax compliance and advisory services. With flexible working and knowledge sharing, this collaborative environment supports growth and values expertise.
Associate Director Private Client Tax
Salary: Competitive and based on experience
Location: London
An exciting opportunity has arisen for an Associate Director Private Client Tax to join a highly respected accountancy and business advisory firm in London. This role offers you the chance to work within a top ten UK practice, renowned for its supportive culture, extensive network, and commitment to professional development. You will be entrusted with managing a diverse portfolio of private clients, specialising in personal tax matters that span both compliance and advisory services. The organisation is dedicated to nurturing talent, providing flexible working opportunities, and encouraging knowledge sharing across teams. If you are looking for a position where your expertise will be valued, your career ambitions supported, and your contributions recognised within a collaborative and inclusive environment, this could be the perfect next step for you.
- Join one of the UK's leading accountancy firms with a strong reputation for supporting employee growth and offering flexible working opportunities tailored to your needs.
- Take responsibility for a varied portfolio of private clients, delivering high-quality personal tax advice while developing your technical skills through ongoing training and mentorship.
- Become part of a knowledgeable team that values collaboration, open communication, and the continual improvement of both individual and collective performance.
What you'll do:
As an Associate Director Private Client Tax based in London, you will play a pivotal role in managing an impressive portfolio of private clients who rely on your expertise for both compliance and advisory services. Your day-to-day activities will involve building meaningful connections with clients as you address their personal tax needs, identifying opportunities for optimisation while ensuring full compliance with current regulations. You will act as a trusted point of contact for both clients and colleagues alike, facilitating smooth communication between departments to guarantee timely delivery of services. In addition to overseeing client work, you will take an active role in mentoring junior team members—conducting appraisals, providing coaching on assignments, and fostering an environment where everyone feels heard and supported. By monitoring key metrics such as utilisation and productivity, you will help drive efficiency while maintaining the highest standards of quality. Your ability to research complex tax legislation will not only benefit your clients but also contribute valuable insights that support continuous improvement across the team.
- Manage a diverse portfolio of private clients, ensuring all personal tax compliance and advisory needs are met with accuracy and attention to detail.
- Identify tax-sensitive expenditure and broader tax issues relevant to each client’s circumstances, providing clear guidance on potential solutions.
- Liaise directly with clients to resolve queries promptly and maintain strong, dependable relationships built on trust and understanding.
- Collaborate closely with internal departments to ensure deadlines are consistently achieved and client portfolios remain compliant with HMRC requirements.
- Oversee the delivery of work within the Private Client Tax team by listening to team members’ feedback, conducting appraisals, and coaching assignments to foster skill development.
- Monitor your own utilisation rates, productivity levels, and work-in-progress to ensure efficient workflow management across all responsibilities.
- Provide constructive guidance and feedback to colleagues within the team, supporting their professional growth in a considerate manner.
- Contribute to the continuous improvement of processes by sharing insights gained from complex areas of tax legislation research.
- Support the wider business by participating in knowledge-sharing initiatives that enhance overall service quality.
What you bring:
To excel as an Associate Director Private Client Tax in this London-based role, you will bring significant experience from a similar practice environment where you have managed private client or mixed tax portfolios. Your background should include recognised qualifications such as CTA or ACA/ACCA/CA (or equivalent), underlining your technical proficiency in personal taxation matters. Beyond technical expertise, your success will be driven by your ability to connect with people—whether building lasting relationships with clients or collaborating closely with colleagues across departments. You will have demonstrated leadership capabilities through mentoring others or managing small teams; your approach is always considerate and focused on helping others grow. Organisational skills are essential as you balance multiple priorities while maintaining high standards of accuracy. Above all else, your willingness to share knowledge openly contributes positively to the communal spirit that defines this firm’s culture.
- Hold a recognised qualification such as CTA, ACA, ACCA or CA (or equivalent), demonstrating your commitment to professional excellence in accountancy or taxation.
- Bring proven experience in personal or private client tax—or mixed tax—gained within a practice environment similar to this role’s requirements.
- Demonstrate strong technical knowledge of current tax legislation along with the ability to conduct thorough research into complex areas when required.
- Showcase excellent interpersonal skills that enable you to build rapport with clients from various industries while resolving queries efficiently.
- Display effective communication abilities when liaising with both external clients and internal departments to ensure seamless service delivery.
- Exhibit leadership qualities through previous experience supporting or managing teams—including conducting appraisals and providing constructive feedback.
- Possess sound organisational skills that allow you to monitor utilisation rates, productivity levels, and work-in-progress effectively across multiple projects.
- Demonstrate adaptability by thriving in an inclusive workplace that values flexibility and encourages knowledge sharing among colleagues.
What sets this company apart:
This organisation stands out as one of the most respected accountancy practices in the UK due to its unwavering commitment to employee wellbeing and professional development. With offices spanning across the UK, Ireland, and Nordics—and recognition as the largest SME practice—the firm offers unparalleled opportunities for career progression within a truly inclusive environment. Employees benefit from flexible working arrangements designed around individual needs alongside access to comprehensive training programmes that encourage continual learning at every stage of your career journey. The company fosters a culture where collaboration is celebrated; ideas are shared freely; achievements are recognised; and everyone is encouraged to contribute towards shared goals. By joining this team, you become part of a supportive network that values diversity of thought while prioritising kindness, empathy, and mutual respect above all else.
What's next:
If you are ready to take the next step in your career within private client tax at an organisation that genuinely values its people—apply now!
Apply today by clicking on the link provided below.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
About the job
Contract Type: Permanent
Specialism: Tax
Focus: Personal Tax
Industry: Banking
Salary: Negotiable
Workplace Type: Hybrid
Experience Level: Senior Management
Location: London
FULL_TIMEJob Reference: 8LMMSL-D49F592C
Date posted: 5 August 2025
Consultant: Thomas Geleschun
london tax/personal-tax 2025-08-05 2025-10-04 banking London London GB Robert Walters https://www.robertwalters.co.uk https://www.robertwalters.co.uk/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true