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A Director-level position for a talented Private Client Tax professional ready to take ownership of a strong portfolio of HNWIs, trusts, and international clients. This is a clear succession hire into a growing tax advisory firm with a reputation for top-tier advisory work and flexible, supportive culture.
Key Responsibilities:
* Manage and advise a portfolio of HNW private clients, entrepreneurs, and family businesses
* Provide bespoke tax planning around residence, domicile, IHT, CGT, trust structuring, and succession
* Collaborate with Partners on complex advisory projects and BD activity
* Review high-quality work prepared by the team and support their development
* Step into leadership and potential equity discussions in the short-to-medium term
Requirements:
* Senior Manager or Director-level private client tax background in a professional services firm
* CTA or STEP-qualified, with deep technical capability across HNW planning areas
* Excellent communicator with strong interpersonal skills and client confidence
* Entrepreneurial mindset — able to grow a client book or take over a retiring Partner's portfolio
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