Job Description
Private Client Tax Director job with pathway to Partner, Bury St Edmunds
Are you an experienced Private Client Tax specialist looking for a strategic leadership role within a growing and highly regarded accountancy firm?
Hays are working in partnership with a leading firm in Bury St Edmunds who are looking to appoint a Senior Manager or Director, a pivotal role within their private client tax team. You will play a key role in shaping the advisory offering, leading a talented team and working closely with senior stakeholders, with a clear route towards partner.
The RoleAs a Private Client Tax Director, you will take a leadership position within a well-established private client function. You will oversee a significant client portfolio while delivering high-level advisory services across complex personal tax matters. This is a senior, client-facing role, combining technical expertise, commercial awareness and people leadership.
Key ResponsibilitiesClient Leadership & Advisory
- Act as a trusted adviser to a portfolio of high-value private clients
- Deliver strategic tax planning advice across areas such as IHT, trusts and estates
- Build long-term client relationships and identify opportunities to add value
- Provide proactive, tailored solutions to complex client needs
Technical Excellence & Oversight
- Lead complex advisory assignments and ensure high-quality delivery
- Maintain the highest standards of technical accuracy and regulatory compliance
- Keep up to date with changes in tax legislation and identify planning opportunities
Leadership & Team Development
- Lead, mentor and develop a high-performing private client tax team
- Support succession planning and recruitment as the team grows.
- Create a collaborative and positive working environment
Business Development
- Support the continued growth of the private client offering
- Build relationships internally and externally to drive new business
- Work closely with other service lines to deliver a holistic client service
The Opportunity
- Established client base with a strong advisory focus to inherit
- Clear progression pathway towards Partner
- Opportunity to shape and influence the direction of the private client service line
- Flexible working options across regional offices
About You
- CTA qualified (essential)
- Strong private client tax advisory experience, particularly in trusts, estates and IHT
- Proven ability to manage client relationships and lead complex projects
- Commercially minded with an interest in business development
- Experience leading, mentoring and developing teams
If you're looking for a senior leadership role with real influence, strong progression prospects and the opportunity to develop a market-leading private client offering, this is an excellent opportunity to explore further. #4809119
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