Private Client Tax Principal
other jobs Insite Public Practice Recruitment Limited
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- £90,000 - £110,000 per annum
Job Description:
Full job descriptionPrivate Client Tax Director - London (Hybrid)
£90,000 - £110,000 + Bonus + Benefits
The Opportunity
A leading professional services firm is seeking a Private Client Tax Director to join its growing Private Wealth and advisory team.
This is a senior leadership role focused on advising high-net-worth individuals, families, entrepreneurs, and trustees on complex tax and wealth structuring matters. The role is heavily advisory-led, with a strong emphasis on succession planning, inheritance tax, and trusts.
You will act as a trusted adviser to clients, lead complex projects, and play a key role in shaping the continued growth of the private client offering.
The firm offers a collaborative, partner-led environment with strong career development opportunities and a clear pathway for progression.
Key Responsibilities*Manage and advise a portfolio of high-net-worth individuals, families, and trustees
*Lead complex advisory work including succession planning, trusts, estates, and inheritance tax planning
*Act as primary client contact for key relationships
*Support business development through networking and identifying new advisory opportunities
*Oversee and deliver succession planning and multi-generational wealth structuring projects
*Manage client engagements including budgets, risk, billing, and delivery
*Liaise with tax authorities and other professional advisers
*Collaborate with other internal teams and specialists to deliver integrated advice
*Mentor, train, and support junior staff and contribute to their development
*Ensure compliance with internal quality and risk management procedures
*Identify opportunities to improve service delivery and develop new work streams
Candidate Profile*Strong technical knowledge of UK private client taxation
*Experience advising high-net-worth individuals, families, and trustees
*Proven expertise in succession planning, inheritance tax, trusts, and estates
*Experience managing a client portfolio and leading advisory projects
*Ability to supervise and develop junior team members
*Strong commercial awareness with experience identifying new opportunities
*CTA, ACA, or equivalent qualified
*Confident working with senior stakeholders and external advisers
£90,000 - £110,000 + Bonus + Benefits
The Opportunity
A leading professional services firm is seeking a Private Client Tax Director to join its growing Private Wealth and advisory team.
This is a senior leadership role focused on advising high-net-worth individuals, families, entrepreneurs, and trustees on complex tax and wealth structuring matters. The role is heavily advisory-led, with a strong emphasis on succession planning, inheritance tax, and trusts.
You will act as a trusted adviser to clients, lead complex projects, and play a key role in shaping the continued growth of the private client offering.
The firm offers a collaborative, partner-led environment with strong career development opportunities and a clear pathway for progression.
Key Responsibilities*Manage and advise a portfolio of high-net-worth individuals, families, and trustees
*Lead complex advisory work including succession planning, trusts, estates, and inheritance tax planning
*Act as primary client contact for key relationships
*Support business development through networking and identifying new advisory opportunities
*Oversee and deliver succession planning and multi-generational wealth structuring projects
*Manage client engagements including budgets, risk, billing, and delivery
*Liaise with tax authorities and other professional advisers
*Collaborate with other internal teams and specialists to deliver integrated advice
*Mentor, train, and support junior staff and contribute to their development
*Ensure compliance with internal quality and risk management procedures
*Identify opportunities to improve service delivery and develop new work streams
Candidate Profile*Strong technical knowledge of UK private client taxation
*Experience advising high-net-worth individuals, families, and trustees
*Proven expertise in succession planning, inheritance tax, trusts, and estates
*Experience managing a client portfolio and leading advisory projects
*Ability to supervise and develop junior team members
*Strong commercial awareness with experience identifying new opportunities
*CTA, ACA, or equivalent qualified
*Confident working with senior stakeholders and external advisers
Job number 3854921
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Company Details:
Insite Public Practice Recruitment Limited
We are the UK’s and US acknowledged market leading Financial and Accountancy Consultancy; with the largest team of experienced Consultants and S...