Private Client Tax

Private Client Tax

Full-Time 70000 - 90000 £ / year (est.) Home office (partial)
Simpson Judge

At a Glance

  • Tasks: Lead and develop a top Private Client department, managing complex cases and driving business growth.
  • Company: A leading regional law firm with a strong reputation in Private Client services.
  • Benefits: Competitive salary, bonus structure, hybrid working, and clear career progression opportunities.
  • Other info: Join a dynamic team and enjoy flexible working arrangements.
  • Why this job: Shape strategy and make a real impact in a growing practice while mentoring junior lawyers.
  • Qualifications: Qualified Solicitor with significant Private Client experience and strong leadership skills.

The predicted salary is between 70000 - 90000 £ per year.

A leading, well-established regional law firm is seeking an experienced Head of Private Client to lead and develop its highly regarded Private Client department in Birmingham. This is a senior leadership role offering the opportunity to take ownership of a growing practice, shape strategy, and drive continued expansion across wills, trusts, probate, and high-value estate planning work.

As Head of Private Client, you will take responsibility for the overall leadership, performance, and strategic direction of the department. You will manage a high-quality caseload while also playing a key role in business development and team leadership.

Key responsibilities include:

  • Leading the Private Client department and setting strategic direction
  • Managing a varied caseload including complex wills, trusts, probate, estate administration, and tax planning matters
  • Advising high-net-worth individuals, business owners, and families on succession and wealth protection
  • Driving business development initiatives and strengthening existing client relationships
  • Building relationships with key referrers including accountants, financial advisers, and wealth managers
  • Managing, mentoring, and developing junior lawyers and support staff
  • Supporting cross-departmental collaboration with corporate, property, and family teams
  • Ensuring high standards of technical quality, compliance, and client service
  • Contributing to the overall growth and profitability of the wider firm

About You

The ideal candidate will be:

  • A qualified Solicitor in England & Wales (or equivalent) with significant Private Client experience
  • Likely at Partner level, or a Senior Associate ready for a step up into leadership
  • Technically strong across wills, trusts, probate, and tax planning
  • Experienced in advising high-net-worth and complex estate clients
  • Commercially minded with a track record of business development
  • A confident leader who enjoys developing and growing a team
  • Strong communicator with excellent client relationship skills

What’s on Offer

  • Senior leadership role with real influence over strategy and growth
  • Opportunity to lead a well-established Private Client team in Birmingham
  • Competitive salary and bonus structure (DOE)
  • Clear progression and succession planning opportunities
  • Hybrid working and flexible arrangements available

Private Client Tax employer: Simpson Judge

Join a leading regional law firm in Birmingham that values its employees and fosters a collaborative work culture. As the Head of Private Client, you will not only have the opportunity to shape the strategic direction of a respected department but also benefit from competitive remuneration, clear career progression, and a supportive environment that encourages professional growth and development. With a focus on high-quality client service and team mentorship, this role offers a meaningful and rewarding career path for those looking to make a significant impact.
Simpson Judge

Contact Detail:

Simpson Judge Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax

✨Network Like a Pro

Get out there and connect with people in the industry! Attend networking events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential referrers like accountants and financial advisers. Building relationships can open doors to opportunities you might not find on job boards.

✨Showcase Your Expertise

When you get the chance to chat with potential employers or clients, make sure to highlight your experience in private client work. Share specific examples of how you've successfully managed complex cases or driven business development initiatives. This will help you stand out as a strong candidate.

✨Leverage Social Media

Use platforms like LinkedIn to share insights and articles related to private client law. This not only showcases your knowledge but also positions you as a thought leader in the field. Plus, it’s a great way to engage with others and expand your professional network.

✨Apply Through Our Website

Don’t forget to check out our website for job openings! Applying directly through our site can give you an edge, as we often prioritise candidates who show genuine interest in our firm. Plus, it’s a straightforward way to ensure your application gets seen by the right people.

We think you need these skills to ace Private Client Tax

Leadership Skills
Strategic Planning
Private Client Law
Wills and Trusts Expertise
Probate Management
Estate Administration
Tax Planning
Business Development
Client Relationship Management
Mentoring and Development
Cross-Departmental Collaboration
Technical Compliance
Communication Skills
Commercial Awareness

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Head of Private Client role. Highlight your leadership experience, technical expertise in wills and trusts, and any business development successes you've had.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this senior leadership position. Share your vision for the Private Client department and how you plan to drive growth and client satisfaction.

Showcase Your Leadership Skills: Since this role involves managing a team, be sure to highlight your leadership style and any mentoring or coaching experiences. We want to see how you can inspire and develop junior lawyers while maintaining high standards.

Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity in Birmingham!

How to prepare for a job interview at Simpson Judge

✨Know Your Stuff

Make sure you brush up on your knowledge of wills, trusts, probate, and tax planning. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in the field.

✨Show Your Leadership Skills

Since this role is all about leading a team, think of examples where you've successfully managed or mentored others. Prepare to share how you've driven business development initiatives and built strong client relationships in previous roles.

✨Understand the Firm's Vision

Research the law firm thoroughly. Understand their values, recent developments, and strategic goals. This will help you align your answers with what they’re looking for and demonstrate that you're genuinely interested in contributing to their growth.

✨Ask Insightful Questions

Prepare thoughtful questions that show your interest in the role and the firm. Inquire about their plans for expanding the Private Client department or how they support cross-departmental collaboration. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you.

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