Downey Osborne
Private Client Tax Associate Director
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An excellent opportunity has arisen for a Private Client Tax Associate Director to join a leading Belfast-based professional services firm in a highly advisory-focused role.
You will take a leading role in delivering bespoke tax advice, managing complex planning projects and developing long-term client relationships, while working closely with senior colleagues and supporting the continued growth of the private client tax offering.
What's on Offer
- Competitive salary and benefits package
- Private healthcare
- Hybrid working
- Early finish Fridays
- Generous holiday allowance
- Strong career progression opportunities
- High-quality, advisory-led client portfolio
- Ongoing professional development and technical training
About You
- CTA qualified with significant Private Client Tax experience
- Strong track record in private client tax advisory
- Experience advising HNW individuals, families and internationally connected clients
- Strong technical knowledge across private client tax planning and structuring
- Proven ability to manage complex advisory assignments
- Strong client relationship and stakeholder management skills
- Commercially minded with excellent communication skills
- Experience mentoring and developing junior team members
- Ambitious and confident operating at a senior level
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About Your New Role
Always:
- Lead the delivery of bespoke private client tax advisory services
- Advise HNW individuals, families and international clients across the UK and Ireland
- Lead complex tax planning, wealth structuring and succession planning projects
- Build and maintain trusted senior client relationships
- Provide clear, practical and commercially focused tax advice
- Work closely with Partners and Directors on complex advisory matters
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Often:
- Manage advisory assignments from initial planning through to completion
- Identify tax planning opportunities and develop tailored solutions
- Liaise with clients and other professional advisers
- Review and oversee work completed by junior team members
- Support the development and growth of the wider private client tax team
Occasionally:
- Lead business development initiatives and client proposals
- Attend networking and client events
- Contribute to thought leadership and technical updates
- Mentor and develop members of the wider tax team
- Identify opportunities to develop existing client relationships
Never:
- Experiencing a lack of support, as you'll be part of a collaborative and encouraging team
- Completing tasks with a blindfold on
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