Associate Director, Private Client

Were Gravita: the accountants fuelling ambitious businesses. Were a full service tech-enabled firm working with entrepreneurs and businesses to help them achieve their goals and make an impact in the world.

Were growing fast and are bringing like-minded advisors together to form a full-service tech-enabled accounting partner for thousands of SMEs. Our team use their incredible expertise alongside intuitive technology to help businesses and entrepreneurs plan better and grow faster.

Our mission is to become the UKs leading tech-enabled accounting firm for SMEs. We have ambitious goals and our high-calibre team work hard to achieve them. We are one team with one agenda working collaboratively in a respectful environment to deliver a great service to our clients. So if you join us youll not only be working on exciting client challenges youll also be helping us shape the future of accounting.

The Role

An Associate Director in the Private Client team plays a crucial role in providing advice and support to our clients and colleagues on personal tax matters. The role includes preparing complex annual self-assessment tax returns calculating tax liabilities corresponding with clients to support them with their tax compliance obligations identifying outstanding information explaining how tax liabilities have arisen and identifying ways to help clients to be more tax efficient.

Building and maintaining strong client relationships and collaborating with internal teams is essential for success in this role. The responsibilities include advising clients both verbally and in writing researching and proposing solutions for technical tax issues and ensuring compliance with HM Revenue & Customs regulations.

Key Responsibilities:

• Handling a portfolio of complex private clients including high-net-worth individuals including OMBs for both compliance work and advisory work.

• Working closely with senior team members and partners on complex advisory matters outside of own portfolio.

• Taking responsibility for quality and timely delivery of work on own portfolio and junior team members keeping senior team members/partners informed of progress.

• Responsible for WIP and billing of clients on own portfolio.

• Corresponding with clients and HM Revenue & Customs on more complex tax matters enquiries disclosures and clearances.

• Developing and maintaining strong relationships with clients and colleagues throughout the year and becoming the clients trusted adviser.

• Maintaining a deep understanding of current tax legislation and prevailing practice and advising clients accordingly.

• Being a key contact on tax queries from across the Gravita group.

• Collaborating with internal departments on cross-selling opportunities to achieve key business objectives.

• Complete all relevant CPD requirements to maintain your professional competence and your team members stay informed of changes in legislation and best practice and ensure others do too.

• Act as a positive representative of Gravita demonstrating company values in your work communication and interactions with others.

People / Team Management

• Responsible for junior team members identifying their training and professional development needs monitoring their caseload and workflow.

• Maintaining and applying clear standards for managing performance at all levels.

• Working closely with Associate Directors/Directors for junior team members learning growth and development and being involved in their appraisals.

Qualifications Knowledge & Experience:

• Solid understanding of UK tax regulations and compliance requirements.

• CTA qualified with typically at least 3 years post qualification experience in complex tax compliance and advisory work.

• Strong analytical skills and ability to research and propose solutions for complex tax matters.

• Excellent communication skills both verbal and written with the ability to convey technical information clearly to clients and colleagues.

• Proven ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

• Proficiency in tax software and Microsoft Office Suite.

• Ability to work independently and collaboratively within a team environment.

• Commitment to maintaining high standards of professionalism integrity and client service.

• Proactive and organised with a keen eye for detail.

Your Career with Gravita

When you join Gravita well support you on your own growth journey. We want to be the place you learn grow and unlock your true potential.

Well work with you to build a progression plan to outline how youll grow at our company and everything well do to help you get there. Were also passionate about learning and development to help you focus on your future.

The Nitty Gritty

• Our standard working week is a 37.5-hour week on a hybrid basis

• Core working hours are 10am - 4pm Monday to Friday

• Flexible working and happy employees are at the top of our list here at Gravita and we have been working hard to support our teams through the fast-paced changes.

• Your development wont be forgotten our development support is extraordinary for a firm of our size.

• Its a busy fast-paced environment here at Gravita. Feel free to check out our social media channels (Instagram X LinkedIn and Glassdoor).