Private Client Tax Director

Private Client Tax Director focuses on managing a portfolio of high net worth and ultra‑high‑net‑worth clients with complex private client and trust requirements.

What the role involves

• Managing a portfolio of high net worth and ultra‑high‑net‑worth clients with complex private client and trust requirements.
• Providing both advisory and compliance services across private client, trust and wealth structures.
• Advising on succession planning, restructuring projects and complex UK tax matters.
• Identifying technical, risk and business development matters and escalating appropriately.
• Ensuring adherence to quality control and risk management procedures.
• Building and maintaining strong, long‑term client relationships.

Skills and requirements

• In‑depth, up‑to‑date knowledge of private client taxation.
• Experience advising high net worth individuals, families and wealth protection structures.
• Proven experience managing a client portfolio, including engagement take‑on and billing.
• Strong understanding of risk management in client engagements.

Confirmed role details

• Challenging existing practices and driving process and service improvements.

Candidate fit

• Be a technically strong private client tax specialist with the ability to manage complex advisory work and senior client relationships.

Additional role context

• Oversee clients’ tax affairs while acting as a trusted adviser aligned to their personal and commercial objectives.
• The Private Client Services Tax Director will manage a diverse portfolio of clients, many with complex structures and international considerations.
• Is both technically demanding and highly client‑facing, requiring sound judgement, leadership capability and the ability to manage competing priorities.