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- Tasks: Lead and grow a portfolio of private clients, delivering expert tax advice.
- Company: A bold, innovative firm redefining private client advisory.
- Benefits: Hybrid working, competitive salary, and the chance to shape your own practice area.
- Why this job: Join a dynamic team and make a real impact in a growing market.
- Qualifications: CTA/ACA qualified with experience in private client tax advisory.
- Other info: Exciting opportunity to mentor a talented team and contribute to national strategy.
The predicted salary is between 72000 - 108000 ÂŁ per year.
Location: Reading (Hybrid working available)
Level: Partner
Client Base: Owner-Managed Businesses, Entrepreneurs, Trusts, HNWIs
I'm working closely with a fast-growing, forward-thinking firm that’s redefining what private client advisory looks like. They’re now seeking a Private Client Tax Partner to spearhead growth in London, focusing on the entrepreneur-led mid-market, trusts, and capital taxes. This is a stand-out opportunity for someone well-networked in the capital—someone who understands how to win work, build meaningful relationships, and lead from the front.
The Role:
- Lead and grow a high-quality portfolio of private clients—ranging from business owners and HNWIs to family offices and trustees
- Deliver expert advice on CGT, IHT, trusts, succession planning, and wider wealth structuring
- Drive new business through your network and personal brand across London and the South East
- Develop and mentor a growing team of talented private client tax advisors
- Contribute to national strategy and help shape the future of the private client offering
The Ideal Candidate:
- CTA/ACA qualified (or equivalent), with deep experience in private client tax advisory
- Proven ability to develop and retain high-value client relationships
- A strong profile in the Reading market—particularly among owner-managed businesses, family-run companies, and entrepreneurs
- Expertise in CGT, IHT, trusts, and family wealth planning
- Commercial, collaborative, and excited to be part of something growing and genuinely different
Why This Role?
This firm is bold, agile, and culturally refreshing—eschewing tradition in favour of energy, innovation, and people-first thinking. If you're ready to lead a growing Reading presence, shape your own practice area, and work with clients who truly value partnership—this could be the perfect next step.
To discuss this opportunity further, please contact Christina Jezard on 023 9222 8240 or submit your CV in confidence to christina.jezard@arm.co.uk to arrange a confidential conversation.
Private Client Tax Partner employer: ARM Recruitment
Contact Detail:
ARM Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Partner
✨Network Like a Pro
Get out there and start networking! Attend industry events, join relevant groups, and connect with people on LinkedIn. The more relationships you build, the easier it’ll be to land that Private Client Tax Partner role.
✨Show Off Your Expertise
Don’t just talk about your qualifications—show them! Share insights on CGT, IHT, and trusts through articles or social media posts. This will help establish you as a thought leader in the private client tax space.
✨Leverage Your Personal Brand
Make sure your online presence reflects your professional persona. Update your LinkedIn profile, showcase your achievements, and engage with content related to private client advisory. A strong personal brand can attract opportunities directly to you.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job.
We think you need these skills to ace Private Client Tax Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax Partner role. Highlight your expertise in CGT, IHT, and wealth structuring to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for private client advisory and how you can contribute to our innovative culture. Be genuine and let your personality come through.
Showcase Your Network: Since this role is all about building relationships, don’t forget to mention your connections in the Reading market. We want to see how you can leverage your network to drive new business!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at ARM Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of CGT, IHT, trusts, and succession planning. The firm is looking for someone with deep expertise in private client tax advisory, so be ready to discuss your experience and insights in these areas.
✨Network Like a Pro
Since this role involves driving new business through your network, think about how you can showcase your connections in the Reading market. Be prepared to share examples of how you've built and maintained high-value client relationships in the past.
✨Show Your Leadership Skills
This position requires leading and mentoring a team of tax advisors. Think of specific instances where you've successfully led a team or project, and be ready to discuss your approach to developing talent and fostering collaboration.
✨Embrace the Firm's Culture
The firm prides itself on being bold and innovative. Show your enthusiasm for their people-first approach and be ready to discuss how you can contribute to shaping the future of their private client offering. A genuine connection to their values will set you apart.