Private Client Tax Director – London (Hybrid)
£90,000 – £110,000 + Bonus + Benefits
The Opportunity
A leading professional services firm is seeking a Private Client Tax Director to join its growing Private Wealth and advisory team. This is a senior leadership role focused on advising high-net-worth individuals, families, entrepreneurs, and trustees on complex tax and wealth structuring matters. The role is heavily advisory-led, with a strong emphasis on succession planning, inheritance tax, and trusts. You will act as a trusted adviser to clients, lead complex projects, and play a key role in shaping the continued growth of the private client offering. The firm offers a collaborative, partner-led environment with strong career development opportunities and a clear pathway for progression.
Key Responsibilities
- Manage and advise a portfolio of high-net-worth individuals, families, and trustees
- Lead complex advisory work including succession planning, trusts, estates, and inheritance tax planning
- Act as primary client contact for key relationships
- Support business development through networking and identifying new advisory opportunities
- Oversee and deliver succession planning and multi-generational wealth structuring projects
- Manage client engagements including budgets, risk, billing, and delivery
- Liaise with tax authorities and other professional advisers
- Collaborate with other internal teams and specialists to deliver integrated advice
- Mentor, train, and support junior staff and contribute to their development
- Ensure compliance with internal quality and risk management procedures
- Identify opportunities to improve service delivery and develop new work streams
Candidate Profile
- Strong technical knowledge of UK private client taxation
- Experience advising high-net-worth individuals, families, and trustees
- Proven expertise in succession planning, inheritance tax, trusts, and estates
- Experience managing a client portfolio and leading advisory projects
- Ability to supervise and develop junior team members
- Strong commercial awareness with experience identifying new opportunities
- CTA, ACA, or equivalent qualified
- Confident working with senior stakeholders and external advisers
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