Private Client Tax Director

Overview

As Private Client Tax Director in a boutique London firm, you will lead the private client practice, advising high‑net‑worth individuals and complex families. You will own client relationships, drive growth, and guide a growing tax team while maintaining high technical standards. The role offers substantial autonomy, with progression potential to Partner for the right candidate. You will shape the firm’s advisory offering and oversee high‑level tax planning and compliance to support long‑term growth.

Responsibilities

• Lead and expand the private client practice
• Act as primary contact for key clients and build long‑term relationships
• Identify opportunities to broaden the firm’s service offering and win new clients
• Review and sign off on high‑level tax planning, reports, and compliance
• Mentor and develop a growing team of tax professionals
• Oversee workflow, resource planning, and quality control within the private client team

Key requirements

• CTA or STEP qualified (or equivalent)
• extensive experience in private client tax
• strong technical expertise across UK personal tax, trusts, estates, and international matters
• proven track record advising high‑net‑worth individuals and complex client structures
• experience managing and developing teams at a senior level
• ambition to progress to Partner and contribute to long‑term growth

• leadership
• relationship-building
• business development
• UK personal tax
• trusts and estates
• international tax matters

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