Assistant Director – Private Clients

Overview

In this role you will lead sophisticated tax advisory for high-net-worth individuals and families, collaborating with Directors and Partners to deliver bespoke planning. You will drive growth through advisory work and business development while guiding the team toward PEM’s 2030 strategy. Expect to shape innovative planning solutions and build strong client relationships across cross-functional teams. This opportunity combines strategic influence, mentorship, and technical excellence in a flexible, hybrid environment.

Pay / Benefits

• hybrid working model
• flexible working arrangements
• career development opportunities
• supportive partner group
• ambitious growth culture

Responsibilities

• Lead and advise on private client tax planning and solutions
• Develop and manage client relationships with high-net-worth individuals and families
• Drive business development and identify opportunities to expand advisory services
• Supervise and mentor junior professionals, ensuring quality and compliance
• Contribute to cross-team projects and the firm’s strategic objectives (2030)
• Oversee or participate in tax compliance matters when appropriate
• Design and implement share schemes and employment tax solutions (where applicable)
• Coordinate with Directors/Partners to deliver innovative planning and client outcomes

Key requirements

• CTA qualification (or ATT with relevant PQE)
• proven post-qualification experience in personal tax advisory
• strong technical tax knowledge and advisory expertise
• excellent client communication and relationship-building skills
• ability to manage multiple complex projects and priorities
• experience supervising/mentoring junior staff
• commercial acumen and market awareness

• client-focused
• strong communicator
• commercially minded
• private client tax advisory
• tax planning and structuring
• corporation tax advice with individuals perspective

…