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Private Client​/OMB Tax Associate Director

Job in City Of London, Central London, Greater London, England, UK
Listing for: Insite Group
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Tax Advisor, Tax Manager
Job Description & How to Apply Below
Position: Private Client / OMB Tax Associate Director
Location: City Of London

Job Title:

Private Client / OMB Tax Associate Director

Location:

City of London - hybrid working module

The Role:

My client's mission is to become the UK's leading tech-enabled accounting firm for SMEs. They have ambitious goals and their high‑calibre team work hard to achieve them. They are one team with one agenda, working collaboratively in a respectful environment to deliver a great service to their clients. Therefore, you'll not only be working on exciting client challenges, you'll also be helping them shape the future of accounting.

What

To Expect:

They are currently looking for a Tax Consultant to join their advisory team, with a focus on Private Client and Owner-Managed Businesses (OMBs). This is a pure advisory role, with no compliance, perfect for someone who thrives on solving complex problems, building trusted relationships, and delivering high-impact advice. Key responsibilities are:

  • Leading on bespoke tax advisory projects for HNWIs, entrepreneurs, and OMBs
  • Providing strategic guidance across areas such as succession planning, shareholder structuring, residence and domicile, and family wealth
  • Collaborating with internal specialists and external advisors to deliver joined‑up solutions
  • Acting as a senior point of contact for clients, building long‑term relationships based on trust and insight
  • Supporting the development of junior team members and contributing to firms knowledge base
Qualifications, Knowledge &

Experience:
  • A strong advisory background in private client and/or OMB tax
  • Commercially minded, with the ability to translate technical detail into clear, actionable advice
  • Comfortable working in a fast‑paced, agile environment
  • A natural communicator who enjoys working closely with clients and colleagues
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Position Requirements
10+ Years work experience
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