Private Client Services – Tax Director
About the Role
A leading professional services firm is seeking a Private Client Services Tax Director to join its growing private client team. The role offers the opportunity to work with a sophisticated client base that includes high net worth individuals, entrepreneurs, owner‑managed businesses, trusts and families.
The team advises on a broad and evolving range of complex tax matters, combining strong technical expertise with a relationship‑driven approach. The successful candidate will oversee clients’ tax affairs while acting as a trusted adviser aligned to their personal and commercial objectives.
The Opportunity
The Private Client Services Tax Director will manage a diverse portfolio of clients, many with complex structures and international considerations. The role is both technically demanding and highly client‑facing, requiring sound judgement, leadership capability and the ability to manage competing priorities.
The position involves regular interaction with senior stakeholders and partners, contributing to the development of the wider practice and supporting growth through high‑quality service delivery and identification of new opportunities.
Key Responsibilities
- 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
- Reviewing complex tax computations and returns
- Managing WIP, recoveries and billing for the client portfolio
- 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
- Leading projects of varying scale and complexity
Leadership and Development
- Guiding, supervising and reviewing the work of less experienced colleagues
- Supporting the training, mentoring and development of team members
- Challenging existing practices and driving process and service improvements
- Taking responsibility for decisions and contributing to the effective leadership of the team
Candidate Profile
The successful candidate will be a technically strong private client tax specialist with the ability to manage complex advisory work and senior client relationships.
Key requirements include:
- 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
- Ability to work proactively and independently while collaborating effectively with senior colleagues
- Degree‑level education
- CTA and/or ACA qualification (or equivalent)
Working Environment
The firm offers a collaborative, people‑centred culture with a strong emphasis on professional respect, flexibility and development. The successful candidate will be supported in shaping their career and contributing to the long‑term success and direction of the private client practice.
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