Private Client Director

Private Client Director Opportunity - London

We are excited to present an exceptional opportunity to join our client's esteemed Private Client Tax Team as a Private Client Director. This is a chance to work with an industry-leading organisation serving an impressive array of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals and family groups. With a diverse portfolio including residence and domicile issues, UK and offshore trusts, self-employed individuals, landlords (both resident and non-resident), and company directors with UK and overseas property interests, this role offers a truly dynamic environment. This position is based in London and is offered on a permanent basis.

Key Responsibilities

• Managing a portfolio of private clients, delivering comprehensive compliance and advisory services.
• Providing expert advice on a range of tax planning issues, including Trust and Estate planning, international tax matters, pension planning, and profit extraction.
• Establishing and developing strong client relationships to drive growth and retention.
• Actively participating in business development activities, including writing articles for publications and attending new client meetings.
• Mentoring and managing team members, fostering their professional growth and development.

Skills and Attributes

• Proven expertise in private client tax, with a sound understanding of its principles.
• Ability to explain complex tax matters clearly and concisely.
• Strong technical skills across a variety of private client tax areas, with experience in using software such as CCH and Virtual Cabinet.
• Excellent written communication skills and the ability to produce detailed advisory reports.
• Highly proficient in Excel and capable of handling taxation computations.
• Demonstrated ability to manage client portfolios profitably while maintaining high-quality service delivery.

If you are an ambitious and confident professional with relevant experience and are looking to take your career to the next level, we invite you to apply for this exciting opportunity to make a significant impact within our client's growing team.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.