Private Client Tax Associate Director Job at Crowe Watson (Guildford)

Tax Associate Director – Inheritance & Trust Specialist

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
Strong experience and the ability to lead projects, with support from senior members of the team, in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters
An in depth, up to date, knowledge of taxation including Trust and IHT related matters
Experience of reviewing Trust accounts and associated tax aspects
Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
Experience of dealing with client senior management
Can guide and supervise less experienced colleagues
Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
Staff management experience
Leads projects of varying scale and complexity

Job Responsibility

Manage funds, businesses and trusts of individuals, families and entrepreneurs
Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs
Work across a truly diverse portfolio of global clients
Work proactively and manage your own tasks
Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

What we offer

Health and wellness programmes
Pension plan with matched employer contributions
Private medical access for you and your family
Income protection plan
Holiday purchase scheme (up to 10 days additional leave)
Bike to work scheme
Agile working
Programmes, resources, and frameworks for career development
Mentoring and coaching
State-of-the-art collaboration spaces

Private Client Tax Associate Director

Our client, a leading firm of Chartered Accountants in Edinburgh, is seeking a t...

Location

United Kingdom , Edinburgh

Salary:

70000.00 - 100000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA/ACA/ACCA qualified (or equivalent)
Significant experience in private client tax advisory within a senior role
Strong technical knowledge of UK tax legislation and planning
Must have a minimum of 5 years previous experience working within a UK Practice environment
Excellent communication and relationship management skills
A proactive, strategic mindset with a commercial approach to client service

Job Responsibility

Provide strategic tax planning and advisory services to high-net-worth individuals, trusts, and business owners
Lead and manage a portfolio of private clients, ensuring exceptional client service and compliance
Develop and mentor junior team members, fostering a culture of continuous learning and development
Identify new business opportunities and contribute to the firm’s growth strategy
Stay up to date with legislative changes and ensure clients receive proactive tax advice

What we offer

flexible working
company pension

Fulltime

Private Client Tax Associate Director

Are you a tax professional looking for a senior role with a leading firm of Char...

Location

United Kingdom , Glasgow

Salary:

70000.00 - 95000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA/ACA/ATT qualified or equivalent experience
Proven experience in private client tax advisory at a senior level
Strong technical knowledge of UK tax legislation
Excellent communication and leadership skills
Must have a minimum of 6 years previous experience working within a UK Practice environment

Job Responsibility

Lead and manage private client tax advisory projects, ensuring high-quality service delivery
Provide strategic tax planning advice to high-net-worth individuals, business owners, and trusts
Review complex tax compliance work and offer technical guidance to junior team members
Build and maintain strong client relationships, identifying opportunities for additional services
Keep up to date with tax legislation and ensure compliance with regulatory requirements

What we offer

flexible working
company pension

Fulltime

Private Client Tax Associate Director

Are you an experienced Private Client Tax professional looking for the next step...

Location

United Kingdom , Birmingham

Salary:

75000.00 - 105000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA/ACA/ATT qualified (or equivalent)
Strong technical knowledge of private client tax matters, including advisory experience
Proven leadership and client management skills
Must have a minimum of 6 years previous experience working within a UK Practice environment
Excellent communication skills, with the ability to explain complex tax matters clearly

Job Responsibility

Provide expert private client tax advisory services to a diverse portfolio of clients
Lead and develop a team of tax professionals, providing mentorship and technical guidance
Manage client relationships, ensuring high standards of service and compliance
Identify and implement tax planning opportunities for high-net-worth individuals
Support business development activities and contribute to the firm's growth strategy

What we offer

flexible working
company pension

Fulltime

Private Client Tax Associate Director

This is an outstanding opportunity for a driven and experienced tax professional...

Location

United Kingdom , Crawley

Salary:

75000.00 - 95000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA and/or ACA/ACCA qualified
Strong technical knowledge of UK personal tax legislation
Proven experience in advisory and compliance work
Must have a minimum of 5 years previous experience working within a UK Practice environment
Excellent communication and interpersonal skills

Job Responsibility

Managing a portfolio of private clients, including HNWIs, trusts, and estates
Providing advisory services on complex personal tax matters
Reviewing and signing off personal tax returns
Supporting the Partners with business development activities
Leading and mentoring junior members of the team

Fulltime

Private Client Tax Associate Director

This is a fantastic opportunity to join a highly regarded and dynamic team, offe...

Location

United Kingdom , London

Salary:

85000.00 - 110000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA qualified (or equivalent)
Strong experience in private client tax advisory
Excellent communication and client-facing skills
Proven leadership or supervisory experience
Must have a minimum of 5 years previous experience working within a UK Practice environment
A commercial and strategic mindset

Job Responsibility

Managing a portfolio of high-net-worth individuals, trusts, and estates
Providing high-level tax planning and advisory services
Supporting Partners in business development and client relationship management
Leading and mentoring junior members of the Private Client Tax team
Reviewing complex tax computations and returns
Keeping up to date with changes in tax legislation and HMRC guidelines

What we offer

Flexible working
Strong company pension scheme
Comprehensive benefits package

Fulltime

Corporate and M&A Tax Transactions Associate Director

The Corporate and M&A team has over 20 individuals focussed on delivering high q...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues arising on transactions
Demonstrable relevant transactions experience
Project and staff management experience
Ability to develop client relationships and to sell new services to existing clients
Experience of dealing with client senior management and other stakeholders such as legal advisers
Educated to degree level and/or CTA and/or ACA qualified or equivalent

Job Responsibility

Lead a variety of tax due diligence and tax structuring projects, working closely with other specialists within the firm and the transaction support team
Develop your own network of contacts internally and externally and start winning own work and cross selling
Be responsible for client take on and engagement procedures and managing risks around projects
Respond quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the transaction service provided, and maintaining regular contact with clients and internal stakeholders
Input into legal documents and forecast models
Be responsible for coaching and developing junior members of staff
Contribute to the development of certain key transaction relationships, e.g. key private equity accounts

What we offer

Health and wellness programmes
Pension plan
Private medical
Income protection plan
Holidays
Bike to work scheme

Director, Product Tax

This is an in-house role focusing on tax advising and structuring of BlackRock’s...

Location

United Kingdom , London

Salary:

Not provided

BlackRock Investments

Expiration Date

Until further notice

Requirements

Experience working in practice, either at a law firm, a Big 4 accountancy firm or in-house at a private markets asset manager
Knowledge of tax aspects of private funds and private credit funds in particular
Understanding of fund and SPV structures for alternative investments
Experience reviewing tax provisions of LPAs, PPMs, side letters and transactional documents such as purchase agreements and credit agreements
At least 7+ years’ experience
Able to communicate complex tax issues clearly and concisely
Has the interpersonal skills to work effectively within a large in-house tax team and with cross-border teams and multidisciplinary business and project teams
Able to perform effectively in a fast-paced environment

Job Responsibility

Advise on new product tax work, including fund structuring, development of product strategies, tax structuring and review of documentation, as well as ongoing tax oversight for the fund complexes and vehicles associated with those businesses
Advise on tax matters concerning investment acquisitions, underlying investment structures and strategies, and related transactional documents
Communicate with investors and underlying investment sponsors regarding tax requests and queries, as well as engaging on tax provisions in legal documents
Assist BlackRock’s client relations and sales and marketing teams with client communications (including potential investors)
Liaise and collaborate closely with members of the global Private Markets Tax Team responsible for covering the business lines above in their respective region
Assist with oversight of EMEA tax reporting compliance work outsourced to external advisors
Support product development teams in evaluating and developing new products with insightful and practical tax input
Undertake necessary tax due diligence and setup needed for new fund launches and investments, with support from team colleagues as required
Monitor tax technical developments affecting these funds, and respond as necessary
Build robust practices and efficiencies with respect to tax policies and operational processes

What we offer

Retirement investment and tools designed to help you in building a sound financial future
Access to education reimbursement
Comprehensive resources to support your physical health and emotional well-being
Family support programs
Flexible Time Off (FTO)

Fulltime

Private Client Tax Associate Director

Crowe Watson

Location:
United Kingdom , Guildford

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 01, 2025

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