Private Client Tax Director Location: London
Salary: £95,000 - £110,000
A leading national advisory and accountancy firm is looking to appoint an experienced Private Client Tax professional to join its expanding Private Wealth team in London. This is an outstanding opportunity for a Director-level candidate specialising in succession planning, inheritance tax, trusts, and high-net-worth advisory work.
The successful individual will work closely with entrepreneurial families, business owners, trustees, and multi-generational wealth structures, acting as a trusted adviser across a broad range of complex tax matters.
The Role - Lead on succession planning and inheritance tax advisory projects for high-net-worth individuals and families
- Manage relationships with complex private clients, trusts, and family wealth structures
- Deliver advisory support on trusts, estates, wealth preservation, and tax planning
- Support business development initiatives and help grow the private client offering
- Work closely with senior leadership on strategic client projects
- Mentor and develop junior members of the private client tax team
- Manage client portfolios commercially, including budgeting and workflow oversight
- Liaise with HMRC and external professional advisers
Requirements - CTA and/or ACA qualified or equivalent
- Extensive experience advising high-net-worth individuals, trusts, and family wealth structures
- Strong technical expertise across inheritance tax, succession planning, and private client advisory
- Proven ability to manage complex client relationships and deliver advisory-led projects
- Experience supporting and developing junior staff
- Strong commercial awareness and business development capability
This London-based opportunity offers exposure to sophisticated advisory work, a collaborative and supportive culture, flexible hybrid working, and genuine long-term progression prospects within a growing private client practice.
Salary on offer is between £95,000 - £110,000 depending on experience and level.