Assistant Director – Private Clients

PEM; Cambridge; Hybrid; GBP 70,000 - 120,000; Full time

Job summary

PEM seeks an exceptional Assistant Director to join our Private Clients team in the UK. You will advise high net worth individuals and families, delivering bespoke tax planning solutions and leading advisory work alongside Directors and Partners.

This role focuses on growth, client care, and innovation, not compliance, with a hybrid working pattern across our Cambridge and Milton offices and the option to work from home.

Qualifications

• CTA qualification with post-qualification experience in personal tax.
• Significant experience in private client tax advisory and planning.
• Ability to build and maintain relationships with high net-worth clients.
• Proven track record in developing new business and managing multiple projects.
• Strong communication and mentoring skills for junior professionals.

Responsibilities

• Lead advisory projects for high net-worth individuals and families.
• Deliver bespoke tax planning and innovative strategies for clients.
• Collaborate with Directors and Partners to support the 2030 strategy.
• Manage multiple complex client matters and mentor junior staff.

Skills

Private client tax advisory

Business development

Client communication

Education

CTA qualification

STEP

ACA/ACCA

Job description

Are you ready to take a leading role in advising high net worth individuals and their families?

We are seeking an exceptional Assistant Director to join our respected Private Clients team. Join a prestigious firm where your expertise will be used to provide sophisticated tax solutions for high-net-worth individuals and their families. You will work alongside Directors and Partners to deliver bespoke tax advice and innovative planning solutions. This is not a compliance role — it’s a varied position where you’ll play a leading part in advisory work, business development, and assisting the team to meet its 2030 strategy. Your expertise will help to drive innovative planning solutions that make a tangible difference to our clients’ financial futures.

Candidates must possess a CTA qualification, although other recognised accounting qualifications, such as STEP, ACA, or ACCA, will also be considered, provided they have proven post qualification experience in personal tax advice. To succeed, you will bring significant experience in private client tax advisory and planning, combined with strong technical expertise and exceptional client care. You will be an accomplished communicator, able to build and strengthen relationships with clients, while demonstrating the commercial acumen and market awareness needed to identify opportunities and anticipate challenges.

Proven success in developing new business will be matched by a track record of effectively managing multiple complex projects and priorities. You will have experience supervising and mentoring junior professionals, fostering their growth while maintaining the highest technical and professional standards. A commitment to continuous professional development and technical excellence will be central to your approach.

We offer a flexible, hybrid working model that blends time in our Cambridge and Milton offices with the option to work from home — giving you the best of both worlds.