Private Client Tax Associate Director

Private Client Tax Associate Director (Private & Trusts Assurance) Milton Keynes, Buckinghamshire - hybrid working £70,000 - £80,000 + benefits! The Role: This is a senior technical role with two complementary purposes: ensuring the quality and accuracy of my clients most complex compliance work, and helping to realise the full advisory potential of their client relationships. You will work closely with a dedicated Director and the wider Private teams. Key Responsibilities - Technical Review: You will take responsibility for second-reviewing the most technically demanding and interesting personal tax returns in the portfolio. Examples of the type of areas you would be expected to review include: • Private equity transactions • Trust income and gains • Exempt income and reliefs, including EIS/SEIS claims, pension-related matters and other statutory exemptions • Residence and domicile elements including the remittance basis, foreign income and gains claims and associated compliance requirements • Cross-border income, foreign tax credits and double tax treaty claims • Complex capital gains computations, including business asset disposal relief Advisory: • Identify advisory opportunities as they arise from return preparation and review work and technically driven initiatives and bring these to the attention of the client-responsible Director • Liaise with internal colleagues to support their clients including attending calls and assisting with pitch documents ands quotes • Deliver advisory work across a broad range of personal tax areas, including: • UK and international residence and domicile • Double tax treaties and cross-border structuring • Income extraction strategies for owner-managed businesses and family offices • Inheritance tax, estate planning including the use of trusts • Work closely with the dedicated Director and, where relevant, specialists across the firm to ensure that advice is commercially sound and technically robust • Help to develop and maintain client relationships, supporting the Director in client-facing conversations and written advice • Team support and development Skills and Experience: • Extensive experience of personal tax compliance, including the preparation or review of complex self-assessment returns • Strong technical knowledge across income tax, capital gains tax and inheritance tax • Understanding of trust taxation - both UK and, ideally, non-UK trusts - as it relates to personal tax returns. This role does not include preparation of trust accounts or tax returns. • Familiarity with non-domicile and international tax matters, including the remittance basis, FIG claims, accessing the transitional repatriation facility and double tax treaty claims • Experience of private equity-related tax issues - carried interest, co-investment, management arrangements - would be an advantage