Associate Director, Private Client Services

Overview

In this Associate Director role, you will lead and grow the Private Client Services practice in Bristol, advising entrepreneurial and high net worth clients. You’ll build lasting client relationships, work with partners and directors on complex engagements, and shape local market growth. The role combines technical tax advisory with business development, team leadership, and cross-service collaboration to deliver holistic client solutions. You’ll operate within a values-driven culture that champions inclusion, wellbeing, and ongoing professional development, offering a meaningful opportunity to influence outcomes for high‑profile clients.

Pay / Benefits

• hybrid working in Bristol
• professional development and training
• supportive and inclusive culture
• work-life balance support
• opportunity to lead and impact clients
• competitive remuneration (implied)

Responsibilities

• Own and expand client relationships; cultivate new ones
• Collaborate with partners/directors on large, complex engagements
• Lead business development initiatives, events, and local market presence
• Provide high-quality tax advice to entrepreneurial/high net worth clients
• Develop junior team members and enhance team capabilities
• Collaborate with colleagues across service lines to offer holistic solutions
• Advise clients on upcoming tax changes and strategic planning

Key requirements

• Experience in a practice firm
• Full ICAEW or CTA qualification (or equivalent)
• Strong written and verbal communication skills
• Ability to plan and prioritise workload to meet deadlines
• Proven ability to build and maintain client relationships
• Proactive problem-solving and ownership mindset
• Judgement and sound decision-making
• Proven track record in identifying and winning new client engagements
• Strong understanding of the local private client market
• Proven ability to host and present at events/webinars
• Commitment to personal and team development
• Strong commercial awareness and business acumen
• Adaptability to changing circumstances and client needs
• Team player with ability to engage stakeholders at all levels
• Experience managing a team and working with colleagues at different levels

• relationship-building
• commercial acumen
• proactive problem solving
• tax advisory
• private client tax
• strategic tax planning

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