Private Client Tax Associate Director

Southampton Leading Accountancy Practice Senior Hire

Our Client is a highly respected, top-tier accountancy and advisory firm with an established national and international footprint. Known for their deep technical expertise and strong advisory capability, they support a diverse private client base ranging from HNWIs and entrepreneurs to complex family structures, trusts and estates. Due to continued growth across the South region, they are now seeking a Private Client Tax Associate Director to join their successful Southampton practice.
This is a key leadership appointment offering genuine progression, significant client exposure and the opportunity to play a central role in shaping the future of the Private Client Tax team.
The RoleAs Associate Director, you will take a lead position in delivering high-quality private client services while supporting and developing a growing team. Your responsibilities will include:Core Responsibilities

Managing and developing a diverse portfolio of private clients, delivering a blend of personal tax compliance and advisory work.

Identifying tax-efficient opportunities, areas of risk and wider planning issues.

Acting as a trusted adviser-liaising directly with clients, resolving queries and providing clear guidance.

Overseeing workflow, ensuring tax filings and HMRC deadlines are met across your portfolio.

Supporting the management and development of the Private Client Tax team: conducting appraisals, providing coaching, reviewing work and fostering a high-performing environment.

Monitoring utilisation, productivity and WIP to ensure efficient delivery and commercial performance.

Providing clear, confident technical guidance to colleagues and contributing to overall technical quality across the team.

About YouOur Client is seeking an experienced Private Client Tax specialist who can bring both technical capability and leadership strength.
Key Requirements

CTA, ACA, ACCA or CA (or equivalent) qualified.

Substantial experience within a professional practice environment, specialising in private client or mixed tax.

A strong technical grounding with the ability to research and interpret complex areas of tax legislation.

Confident managing and advising HNWIs, families, entrepreneurs and other private client profiles.

Exposure to multiple sectors would be advantageous, reflecting the breadth of the client base.

Proven capability to lead, mentor and develop others in a tax environment.

Commercial awareness, with the ability to identify opportunities and maintain high service standards.

Why Join?

A senior leadership role offering clear progression opportunities.

A respected firm with an excellent market reputation and strong commitment to technical quality.

Autonomy to shape your portfolio and contribute to the strategic direction of the team.

A supportive culture that values professional development and collaborative working.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or feel free to call . If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Please note: All applicants must have Right to Work in the UK as sponsorship for overseas employees cannot be provided for this role. #