At a Glance
- Tasks: Advise high-net-worth individuals on UK tax implications and offshore trusts.
- Company: Leading independent private client tax advisory firm in London.
- Benefits: Competitive salary, clear progression opportunities, and a flexible hybrid working policy.
- Other info: Join a collaborative culture with strong leadership and mentoring opportunities.
- Why this job: Shape the future of private client tax with complex, high-value advisory work.
- Qualifications: ACCA or CTA qualified with deep knowledge of UK taxation and offshore trusts.
The predicted salary is between 80000 - 100000 € per year.
I am currently recruiting for a leading independent private client tax advisory firm, currently seeking a Private Client Tax director to join their firm and specialise in offshore trusts, IHT and broader private client tax expertise. You will advise HNWI, trustees, family offices and international families on the UK tax implications of offshore trusts, cross-border wealth planning and long-term succession strategies. This firm is based in London and surrounding areas and offers a flexible hybrid working policy.
Key responsibilities
- Provide expert advice on UK personal tax, residence and domicile, capital gains tax, IHT, trusts and estate planning
- Act as the primary adviser to a portfolio of HNWI, including entrepreneurs, non-doms, family offices and senior executives
- Oversee complex tax structuring, succession planning and international asset arrangements
- Advise on the UK tax treatment of offshore trusts, lead advisory projects on trust restructuring or departure planning for internationally mobile clients
- Support trustees and family offices with ongoing UK tax compliance, reporting obligations and HMRC enquiries
- Build long‑term relationships with offshore trust companies, private banks, legal advisors, HNWI and UHNWI
- Deliver high quality, commercially focused advice that balances technical accuracy with practical implementation
- Lead technical review of complex personal tax returns
- Provide technical leadership on offshore trust matters supporting the partners
- Lead and mentor a team of managers, seniors and trainees.
Requirements
- ACCA or CTA qualified
- Deep technical knowledge of UK taxation, personal tax, offshore trusts, residence and domicile rules etc
- Previous experience as a director or experienced senior manager
- Experience managing complex advisory projects
- Strong leadership experience, including team management and technical mentoring
Benefits
- A senior leadership role shaping the firm's private client, offshore trust and international private client offering
- Warm client base with complex, high‑value advisory work
- Clear progression opportunities including potential partnership
- Competitive remuneration, benefits and a collaborative entrepreneurial culture
Private Client Tax Director in London employer: Taxation
Join a leading independent private client tax advisory firm in London, where you will thrive in a collaborative and entrepreneurial culture. With a focus on offshore trusts and high-net-worth individuals, this role offers clear progression opportunities, competitive remuneration, and the chance to shape the firm's offerings while mentoring a talented team. Enjoy the flexibility of a hybrid working policy that supports work-life balance in a vibrant city.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Director in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your deep knowledge of UK taxation and offshore trusts. Share specific examples of how you've tackled complex tax structuring or succession planning in the past. This will show them you’re the real deal!
✨Prepare for Interviews
Do your homework before any interview! Understand the firm’s values, their client base, and recent projects. Prepare thoughtful questions that demonstrate your interest and expertise in private client tax advisory work. This will set you apart from the competition.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm. Let’s get you that Private Client Tax Director role!
We think you need these skills to ace Private Client Tax Director in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience in private client tax, offshore trusts, and IHT. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you the perfect fit. We love seeing genuine enthusiasm for the work we do at StudySmarter.
Showcase Your Leadership Skills:Since this role involves leading a team, make sure to highlight your leadership experience. Share examples of how you've mentored others or managed complex projects. We value strong leaders who can inspire and guide their teams!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our awesome team at StudySmarter!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK personal tax, offshore trusts, and IHT. Be ready to discuss specific cases or scenarios where you've successfully advised clients on these topics. This shows you're not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Leadership Skills
As a Private Client Tax Director, you'll need to lead and mentor a team. Prepare examples of how you've managed teams or complex projects in the past. Highlight your ability to build relationships and guide others through challenging tax issues.
✨Understand Their Clients
Familiarise yourself with the types of clients the firm works with, such as HNWI, family offices, and trustees. Think about how you can tailor your advice to meet their unique needs and challenges, especially regarding cross-border wealth planning.
✨Prepare Questions
Interviews are a two-way street! Prepare insightful questions about the firm's approach to offshore trusts and their client base. This not only shows your interest but also helps you gauge if the firm aligns with your career goals and values.
