Private Client Tax Director

An excellent opportunity for an experienced Private Client Tax professional to take on a senior leadership role, develop client relationships and play a key part in the continued growth of an established Private Client practice.

This is a varied role combining high-level client advisory work, portfolio management and business development, with the opportunity to help shape the future direction of the practice and a clear pathway towards Partnership.

The Role

You’ll take responsibility for a substantial portfolio of private clients, with responsibilities including:

• Client Advisory: Providing tax advice to clients across their personal tax affairs, delivering a high-quality, commercially focused service.
• Portfolio Management: Overseeing the day-to-day running of a large client portfolio, including billing, delegation and monitoring WIP.
• Client Relationships: Developing and maintaining strong relationships with existing clients, identifying opportunities to broaden the services provided.
• Business Development: Generating new work from existing clients and contributing to wider business development initiatives.
• Team Leadership: Delegating and monitoring work, supporting the development of junior team members and overseeing client service delivery.
• Practice Growth: Playing an active role in shaping the continued growth of the Private Client practice and contributing to a diverse range of client assignments.

What We’re Looking For

• ACA and/or CTA qualified.
• Significant Private Client Tax experience gained within an accountancy practice.
• Strong technical tax knowledge and experience advising private clients on their tax affairs.
• Experience managing a sizeable client portfolio and overseeing the commercial aspects of engagements.
• Confident managing client relationships, delegating work and overseeing service delivery.
• A commercial mindset, with the ability to identify opportunities to develop existing client relationships and generate new business.
• The ambition and leadership capabilities to progress towards Partnership.

Why Consider It?

• A genuine opportunity to help shape the growth of an established Private Client practice.
• Exposure to a diverse range of client assignments and advisory work.
• A clear development pathway towards Partnership, supported by mentorship from the senior management team.
• Dedicated personal coaching and tailored development beyond professional qualifications.
• The opportunity to develop your client management, leadership and commercial capabilities.
• Flexible and hybrid working arrangements, with 30 days’ annual leave plus bank holidays.
• Private medical insurance, pension, life assurance and an extensive benefits package.

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