At a Glance
- Tasks: Lead private client tax advisory for high-net-worth individuals and develop trusted relationships.
- Company: Respected Midlands accountancy firm with a strong regional and international presence.
- Benefits: Senior leadership package, performance bonus, 30 days holiday, private healthcare, and hybrid working.
- Other info: Opportunity for autonomy and influence in a collaborative environment.
- Why this job: Join a growing team and make a real impact in private client advisory.
- Qualifications: Extensive private client tax experience and CTA qualified; STEP advantageous.
The predicted salary is between 80000 - 100000 £ per year.
Join a growing private client advisory team within a respected Midlands accountancy and advisory firm. With significant advisory work already being generated across the business, this role offers the opportunity to build client relationships, lead complex advisory work and further develop the private client offering.
Package / Benefits
- Senior leadership package reflecting experience and scope
- Performance-linked discretionary bonus
- 30 days holiday plus bank holidays
- Private healthcare
- Hybrid working - minimum two days in the office
- Modern offices across Birmingham, Derby and Nottingham
Why this business
This is a well-established UK advisory and accountancy practice supporting entrepreneurs, owner-managed businesses and high-net-worth individuals across the Midlands. As part of a globally recognised professional network, the firm combines strong regional relationships with international reach. Private client advisory is a key growth area for the firm. The team already advises a wide portfolio of directors, shareholders, family businesses and trusts, with strong client demand creating the need for additional senior leadership within the practice. You will work alongside an established Private Client Director who is generating significant advisory work across the region, providing a strong platform to build your own client relationships and expand the offering further.
What you’ll be doing
- Lead private client tax advisory work for high-net-worth individuals, entrepreneurs and trusts
- Develop trusted relationships with directors, shareholders and family-owned businesses
- Identify and deliver tax planning opportunities across wealth, succession and estate planning
- Collaborate with partners and wider advisory teams to drive cross-service growth
What you’ll bring
- Extensive private client tax advisory experience within a UK accountancy practice
- Strong experience advising high-net-worth individuals, entrepreneurs and trusts
- Commercial mindset with the ability to develop client relationships and advisory opportunities
- CTA qualified, with STEP qualification advantageous
Who this suits
You are a commercially minded private client specialist looking for greater autonomy and influence than your current role offers. You enjoy building long-term client relationships and want the opportunity to play a visible role in developing a growing advisory practice within a firm that values collaboration and long-term growth.
Apply now for a confidential conversation with Walker Lovell.
Private Client Tax Director employer: Walker Lovell
Walker Lovell is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Greater London. With a strong emphasis on professional development, employees are encouraged to grow their skills through hands-on experience and mentorship, making it an ideal environment for those looking to advance their careers in forensic accounting. The company also values work-life balance and provides competitive benefits, ensuring that team members feel supported both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Director
✨Network Like a Pro
Get out there and meet people! Attend industry events, seminars, or even local meet-ups. Building relationships with potential clients and colleagues can open doors that a CV just can't.
✨Showcase Your Expertise
Don’t just talk about your experience; demonstrate it! Share insights on social media or write articles related to private client tax advisory. This positions you as a thought leader and attracts attention from firms looking for talent.
✨Leverage LinkedIn
Make sure your LinkedIn profile is top-notch! Connect with industry professionals, join relevant groups, and engage in discussions. It’s a great way to get noticed by recruiters and firms like ours.
✨Apply Directly Through Our Website
When you see a role that fits, don’t hesitate! Apply directly through our website for the best chance of getting noticed. We love seeing candidates who take the initiative to reach out directly.
We think you need these skills to ace Private Client Tax Director
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Director role. Highlight your advisory work with high-net-worth individuals and any relevant qualifications like CTA or STEP.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re the perfect fit for our team. Share your passion for private client advisory and how you’ve successfully built client relationships in the past.
Showcase Your Commercial Mindset:In your application, demonstrate your ability to identify tax planning opportunities and how you've contributed to cross-service growth in previous roles. We love seeing candidates who think strategically!
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 updates from us!
How to prepare for a job interview at Walker Lovell
✨Know Your Stuff
Make sure you brush up on the latest tax regulations and trends affecting high-net-worth individuals and trusts. Being able to discuss recent changes or case studies will show your expertise and passion for private client tax advisory.
✨Build Rapport
Since this role involves developing trusted relationships, practice your interpersonal skills. Think about how you can connect with the interviewers by sharing relevant experiences that highlight your ability to build long-term client relationships.
✨Showcase Your Commercial Mindset
Prepare examples of how you've identified and delivered tax planning opportunities in previous roles. This will demonstrate your commercial acumen and ability to drive growth, which is crucial for this position.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm’s growth and your potential role in it. Inquire about their approach to cross-service collaboration and how they envision the future of their private client advisory team.
