Private Client Tax Director

About the role

Pro-Finance is seeking a Private Client Tax Director to lead high‑net‑worth tax advisory and compliance across the South West. You will work with a supportive, collaborative team that values professional development and work‑life balance.

Key responsibilities

• Lead private client tax advisory and compliance for high‑net‑worth individuals.
• Provide complex advice on inheritance tax (IHT), capital gains tax (CGT), trusts, residence and domicile issues.
• Build and maintain long‑term client relationships.
• Identify business development opportunities and support firm growth.
• Review work of junior staff and mentor their development.

Required profile

• ACA or CTA qualified with significant senior‑level private client tax experience.
• Strong technical knowledge of UK private tax and wealth planning.
• Proven experience advising high‑net‑worth and entrepreneurial clients.
• Commercially minded, proactive and confident in managing client relationships.
• Comfortable mentoring and leading a team.

Required skills

• ACA qualification
• CTA qualification
• UK private tax expertise (IHT, CGT, trusts, residence, domicile)

What we offer

• Flexible and hybrid working options.
• Competitive salary with performance review.
• Private medical insurance and wellbeing support.
• Enhanced family leave, pension and life assurance.
• Volunteer leave and cycle‑to‑work scheme.