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Private Client Tax Associate Director

Posted: 02/03/26
Recruiter:Hays
Reference:3077784840
Type:Permanent
Salary:Competitive Competitive plus Excellent Benefits
Location:Southampton, Hampshire
Description: 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. #

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