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 international network.
- Benefits: Senior leadership package, performance bonus, 30 days holiday, 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 experience in private client tax and CTA qualified.
The predicted salary is between 54000 - 66000 £ 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.
We’re Hiring: 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.
