Private Client Tax Principal

Private Client Tax Director - London (Hybrid) £90,000 - £110,000 + Bonus + Benefits The Opportunity A leading professional services firm is seeking a Private Client Tax Director to join its growing Private Wealth and advisory team. This is a senior leadership role focused on advising high-net-worth individuals, families, entrepreneurs, and trustees on complex tax and wealth structuring matters. The role is heavily advisory-led, with a strong emphasis on succession planning, inheritance tax, and trusts. You will act as a trusted adviser to clients, lead complex projects, and play a key role in shaping the continued growth of the private client offering. The firm offers a collaborative, partner-led environment with strong career development opportunities and a clear pathway for progression. Key Responsibilities • Manage and advise a portfolio of high-net-worth individuals, families, and trustees • Lead complex advisory work including succession planning, trusts, estates, and inheritance tax planning • Act as primary client contact for key relationships • Support business development through networking and identifying new advisory opportunities • Oversee and deliver succession planning and multi-generational wealth structuring projects • Manage client engagements including budgets, risk, billing, and delivery • Liaise with tax authorities and other professional advisers • Collaborate with other internal teams and specialists to deliver integrated advice • Mentor, train, and support junior staff and contribute to their development • Ensure compliance with internal quality and risk management procedures • Identify opportunities to improve service delivery and develop new work streams Candidate Profile • Strong technical knowledge of UK private client taxation • Experience advising high-net-worth individuals, families, and trustees • Proven expertise in succession planning, inheritance tax, trusts, and estates • Experience managing a client portfolio and leading advisory projects • Ability to supervise and develop junior team members • Strong commercial awareness with experience identifying new opportunities • CTA, ACA, or equivalent qualified • Confident working with senior stakeholders and external advisers