Private Client Tax Director

Private Client Tax Director focuses on delivering bespoke private client tax advisory work, including succession planning, inheritance tax planning, residency and domicile advice, and trust planning.

What the role involves

• Delivering bespoke private client tax advisory work, including succession planning, inheritance tax planning, residency and domicile advice, and trust planning.
• Acting as a trusted adviser to key clients and managing long-term client relationships.
• Identifying and developing new advisory opportunities and contributing to business development initiatives.
• Reviewing complex tax work and providing technical oversight across the team.
• Supporting Partners on strategic planning and growth of the Private Client practice.
• Mentoring and developing Managers and Assistant Managers, helping to build a strong pipeline of future talent.

Confirmed role details

• A well-established and highly regarded accountancy and tax practice is looking to recruit a Private Client Tax Director to join its growing Private Client team in London.
• This is an excellent opportunity for an experienced private client tax professional to step into a senior leadership role, with a clear and supported pathway to Partner for the rig.
• Work closely with Partners to deliver high-quality private client tax advisory services to a diverse client base, including high-net-worth individuals, entrepreneurs, family office.

Candidate fit

• CTA qualification (or equivalent).
• A strong track record of managing high-net-worth and complex private clients.
• Experience supporting business development and practice growth.