Private Client Associate Director

Posted 2 Days Ago
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London, Greater London, England
Mid level
Financial Services
The Role
The Associate Director will provide expert tax advice to UHNW clients and entrepreneurs, manage complex tax matters, develop junior team members, and lead client relationships by offering intelligent and creative solutions to tax issues. This role emphasizes quality client service and collaborative team engagement.
Summary Generated by Built In

More than you expected

Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton.

Job Description:

NEW GROUND WON’T BREAK ITSELF.

Approaching personal matters and corporate advice separately can lead to missed opportunities. We deal with both to bridge the gap and ensure our client’s needs are met, now and for the long-term. When someone is simultaneously a business owner, shareholder and individual this means taking a comprehensive approach to maximise opportunities.

Finding time to handle personal affairs while building a business isn’t easy. That’s why we build long-term relationships with these clients. We can proactively signpost milestones on their business journey, and react with agility to commercial or legislative change impacting their world.

A look into the role

As an Associate Director within our Private Advisory Tax team you will:

  • Provide expert tax advice to business owners, shareholders, UHNW individuals and their families
  • Advise on the tax implications of acquisitions, disposals, residency, non-UK resident trusts and other structures, succession planning and corporate re-structuring, to name but a few
  • Simplify complex tax matters for a range of clients, eg - ownership transfers, family arrangements
  • Engender trust and respect from clients by producing high quality tax advice accurately, delivering on expectations and deadlines
  • Lead from the front in delivering client work and being the day to day contact for clients, engaging the Private and wider Tax teams to ensure correct skill utilisation on all projects.
  • Take responsibility for developing more junior team members, understanding their carer aspiration and support in this delivery.
  • Be actively involved and lead in client meetings, concisely and confidently answering client queries.
  • Provide intelligent and creative solutions to client tax issues both reactively and proactively, taking an active approach to cross-selling wider products solutions for other teams around the GT network.

Knowing you’re right for us

Joining us as an Associate Director in Private Tax the minimum criteria you’ll need are:

  • a professional qualification (CTA / ACA / ACCA or equivalent)
  • to be confident managing a portfolio of UHNW clients and entrepreneurs
  • to be confident advising these clients on complex tax matters
  • a keen interest in developing yourself and your fellow team members

It would be great if you also had some of the following skills, but don’t worry if you don’t tick every box, we’ll help you develop along the way around what interests you.

  • Experience advising on complex sell-side transactions
  • Growing your profile and that of the firm externally

Knowing we’re right for you

Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone.  Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential.

Our open and accessible culture means you’ll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That’s why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work.

We’re always happy to talk flexible working - we’ll support you to balance your work and life. This would also extend to a minimum requirement of being in the office of at least two days a week.

Beyond the job 

Life is more than work. The things you do, and the people you’re with outside of work matter, that’s why we’re happy to look at flexible working options for all our roles, and we’ll always do our best to keep your work and life in balance.

We’re looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what’s right, for the firm, our clients, our people and themselves. It’s how it should be.

#LI-HR

The Company
Ipswich
6,163 Employees
On-site Workplace
Year Founded: 1904

What We Do

What does business need now? An adviser that offers a different experience. A better experience. One that delivers technical expertise and a service that goes beyond. Personal, proactive, and agile. That’s Grant Thornton.

We are the UK member firm of a global network that employs 58,000 people in 135 countries. We combine global scale with local insight and understanding to give you the assurance, tax, and advisory services you need to realise your ambitions.

We go beyond business as usual, so you can too. We make business more personal by investing in building relationships. Whether you’re growing in one market or many, you consistently get a great service you can trust. We work at a pace that matters – yours – bringing both flexibility and rigour. We celebrate fresh thinking and diverse perspectives to bring you proactive insights and positive progress.

Success tomorrow starts with making the right decisions today, which is why we match proactive insights to practical applications. Working closely with regulators, funders and standard setting bodies to help instil trust and integrity in markets. We’re committed to sustainable growth through positive progress. So, no matter the road ahead, you’re being guided by the right decisions.

Going beyond to offer proactive insights, practical guidance, and positive progress.

Ready to go beyond? Visit our website for insight on what we can offer you

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