Private Client Services AD / Director

Your new company
This is your opportunity to join a forward-thinking accountancy and advisory firm that partners with the UK's most dynamic and fast-growing businesses. With a strong reputation for supporting entrepreneurial ventures and private clients, the firm offers a collaborative culture, global reach, and a commitment to helping clients-and colleagues-thrive in a changing world.

Your new role
As an Associate Director or Director within the Private Client Services team, you'll take the lead in managing a portfolio of high-net-worth individuals, families, and their associated structures. You'll provide strategic tax advice, oversee compliance, and build long-term relationships that position you as a trusted advisor. Your role will also involve mentoring junior team members, identifying new business opportunities, and contributing to the continued growth of the practice.
Key responsibilities include:

• Managing complex client portfolios and delivering tailored tax solutions
• Advising on succession planning, restructuring, and wealth preservation
• Overseeing billing, WIP, and client onboarding processes
• Building strong relationships with clients and intermediaries
• Leading projects and supporting the development of junior colleagues
• Ensuring compliance with quality and risk management standards

• CTA and/or ACA qualification (or equivalent)
• Strong experience advising high-net-worth individuals and their families
• A deep understanding of UK tax legislation and wealth structures
• Proven ability to manage client relationships and spot growth opportunities
• Confidence in networking and representing the firm in the market
• Leadership skills with a passion for mentoring and developing others

• Flexible, agile working arrangements
• Direct access to senior leadership and a clear career path
• A supportive, inclusive culture that values individuality
• Modern collaboration spaces and continuous learning opportunities
• Recognition for your contributions and the freedom to shape your future