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Private Client Tax Director – London (Hybrid)

Insite Public Practice Recruitment Limited · London

Hybrid Senior 90,000 - 110,000 GBP/year 🇬🇧 English

Job description

About the role

This senior leadership position sits within a leading professional services firm’s Private Wealth and Advisory team. Based in London and operating on a hybrid model, the role focuses on advising high‑net‑worth individuals, families, entrepreneurs and trustees on complex tax and wealth‑structuring matters.

Key responsibilities

  • Manage and advise a portfolio of high‑net‑worth clients, families and trustees.
  • Lead complex advisory projects covering succession planning, trusts, estates and inheritance‑tax strategies.
  • Act as the primary client contact for key relationships and oversee engagement delivery, budgets and risk.
  • Support business development through networking and identifying new advisory opportunities.
  • Liaise with tax authorities and external professional advisers.
  • Collaborate with internal specialists to deliver integrated advice.
  • Mentor and develop junior staff, ensuring compliance with quality and risk procedures.

Required profile

  • Strong technical knowledge of UK private client taxation.
  • Proven experience advising high‑net‑worth individuals, families and trustees.
  • Expertise in succession planning, inheritance tax, trusts and estates.
  • Ability to manage client portfolios and lead advisory projects.
  • Commercial awareness with a track record of identifying new opportunities.
  • CTA, ACA or equivalent qualification.
  • Confidence working with senior stakeholders and external advisers.

Required skills

    What we offer

    • Competitive salary £90,000‑£110,000 plus bonus and benefits.
    • Hybrid working model (London office and remote).
    • Collaborative, partner‑led environment.
    • Clear career development pathway and progression opportunities.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 90-110k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

    18 views · 0 interested

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    Insite Public Practice Recruitment Limited

    London