Private Client Tax Associate Director

Private Client Associate Director

Manchester
£80,000 - £90,000 + Bonus + Hybrid Working + Excellent Benefits

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'll lead trusted adviser relationships across a sophisticated client base. You'll 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'll 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 (enhanced options possible)

• Private medical & enhanced pension options

• Clear progression pathway to Director with commercial upside

Interested?
Drop an email to sam.priday@pro-tax.co.uk or call 07846 741892 for a confidential chat.

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