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- Tasks: Lead high-quality tax advisory for high net worth clients and mentor a dynamic team.
- Company: Respected accountancy firm with a people-first culture and strong regional presence.
- Benefits: Competitive salary, hybrid working, health insurance, and enhanced parental leave.
- Why this job: Make a real impact while enjoying flexibility and professional growth in a supportive environment.
- Qualifications: Extensive experience in private client tax and strong leadership skills.
- Other info: Join a collaborative team focused on work-life balance and community initiatives.
The predicted salary is between 72000 - 108000 £ per year.
Our client is a highly respected and long-established accountancy and advisory firm in the South West, with a strong regional presence and a national network behind them. They combine deep technical expertise with a people-first culture, offering flexibility, autonomy and long-term career opportunity.
With a genuine commitment to work-life balance, professional growth and using business as a force for good, this is a firm where experienced professionals are trusted, supported and encouraged to make an impact.
This is a senior leadership opportunity for an experienced Private Client Tax specialist to play a pivotal role within a well-established and growing Private Client team. You will lead the delivery of high-quality tax advisory and compliance services to a portfolio of high net worth and ultra-high net worth individuals, families and trusts. Alongside this, you will contribute to business development, mentor colleagues and help shape the future direction of the private client offering. The role offers hybrid working and flexibility, with scope to balance client, leadership and strategic responsibilities in a sustainable way.
Key Responsibilities- Managing and advising a portfolio of high net worth clients on all aspects of personal tax and wealth planning
- Leading complex and ad-hoc advisory projects across areas such as IHT, CGT, trusts, residence and domicile
- Ensuring timely, accurate delivery of personal, trust and related tax returns
- Keeping ahead of UK tax legislation and proactively identifying advisory opportunities for clients
- Identifying opportunities to expand client relationships and introduce additional services
- Supporting partners with new client engagement and contributing to marketing and profile-raising activity
- Building and maintaining a strong professional network
- Coaching, mentoring and supporting members of the Private Client team
- Reviewing work, resolving technical queries and maintaining high quality standards
- Working closely with fellow tax leaders to ensure joined-up leadership across the tax function
You will be an experienced private client tax professional with strong technical credibility and a commercial, client-focused mindset. You are likely to bring:
- Extensive experience advising high net worth individuals and families
- Deep technical knowledge across areas such as IHT, trusts, CGT, family investment companies, residence and domicile
- Experience of wealth planning, intergenerational planning and complex private structures
- Exposure to international personal tax issues and offshore structures
- A proven track record of winning and developing work within the private client space
- A collaborative leadership style, with a genuine interest in developing others
- Highly competitive senior-level salary with regular benchmarking and review
- Choice of hours from 22 hrs/wk up to full time
- Hybrid and flexible working arrangements
- Private medical insurance, health cash plan and wellbeing support
- Enhanced maternity and paternity pay
- Pension and life assurance
- Option to buy additional annual leave
- Paid volunteer leave and community initiatives
- Cycle to work scheme and flexible benefits platform
- A supportive, inclusive culture where your voice is heard
If you are a Private Client Tax leader looking for a role that combines technical challenge, client impact and flexibility within a firm that genuinely values its people, we would love to hear from you.
Tax Director (Private Client) employer: Ten2Two Ltd
Contact Detail:
Ten2Two Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Director (Private Client)
✨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 former colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with high net worth clients and your deep technical knowledge. Share specific examples of how you've made an impact in previous roles – this will help you stand out from the crowd!
✨Prepare for Interviews
Do your homework on the firm and its culture before the interview. Be ready to discuss how your values align with theirs, especially around work-life balance and professional growth. Practise common interview questions and prepare some thoughtful questions of your own to show your interest.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our mission of using business as a force for good.
We think you need these skills to ace Tax Director (Private Client)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Tax Director role. Highlight your expertise in personal tax, wealth planning, and your experience with high net worth clients to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client tax and how your leadership style aligns with our people-first culture. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's winning new clients or leading successful projects, we want to see how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ten2Two Ltd
✨Know Your Tax Stuff
Make sure you brush up on the latest UK tax legislation, especially around IHT, CGT, and trusts. Being able to discuss recent changes and how they impact high net worth clients will show your expertise and commitment to staying current.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams or mentored colleagues in the past. This role is all about people leadership, so be ready to discuss your collaborative style and how you've developed others in your previous positions.
✨Demonstrate Business Development Acumen
Think of specific instances where you've identified new client opportunities or expanded existing relationships. Highlighting your ability to contribute to business growth will resonate well with the firm's focus on expanding their private client services.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the firm’s culture and values. Inquire about their approach to work-life balance and professional development, as this shows you're genuinely interested in being part of their people-first environment.
