Director / Partner, Private Client Tax

GRAVITA; Greater London; Hybrid; GBP 110,000 - 180,000; Full time

Job summary

Gravita Business Services Ltd. in the UK is seeking a Director or Partner to lead the Private Client tax advisory offering for entrepreneurs, business owners, and high-net-worth families.

You’ll guide complex personal tax matters, succession planning, and wealth preservation with a client-centric approach. Working with Gravita’s multi-disciplinary teams, you will grow the service line, build trusted relationships with clients and intermediaries, and mentor a growing team of specialists while

Qualifications

• CTA and/or ACA, ACCA qualified.
• Experience advising private clients within an accountancy practice or professional services.
• Strong expertise across personal tax, trusts, inheritance tax and family succession planning.
• Experience advising entrepreneurs and high-net-worth individuals.
• Proven ability to lead complex advisory assignments and manage senior client relationships.
• Excellent communication and relationship-building skills.

Responsibilities

• Lead the Private Client advisory offering and grow the service line.
• Advise on complex private client tax matters for high-net-worth individuals and families.
• Develop client relationships and identify opportunities across Gravita’s client base.
• Mentor and develop a growing team of private client specialists.
• Oversee quality, risk management, and technical standards.
• Collaborate with colleagues across the firm to deliver integrated client solutions.

Skills

Private client tax

Leadership

Business development

Relationship management

Succession planning

Client-focused advisory

Education

CTA and/or ACA, ACCA qualified

Job description

We’re Gravita: the accountants fuelling ambitious businesses. We’re a full service, tech-enabled firm, working with entrepreneurs and businesses to help them achieve their goals, and make an impact in the world.

We’re growing fast and are bringing like-minded advisors together to form a full-service tech-enabled accounting partner for thousands of SMEs. Our team use their incredible expertise alongside intuitive technology to help businesses and entrepreneurs plan better and grow faster.

Our mission is to become the UK’s leading tech-enabled accounting firm for SMEs. We have ambitious goals and our high-calibre team work hard to achieve them. We are one team with one agenda, working collaboratively in a respectful environment to deliver a great service to our clients. So if you join us, you’ll not only be working on exciting client challenges, you’ll also be helping us shape the future of accounting.

The Role

As a Director or Partner within our Private Client team, you play a pivotal role in the delivery and growth of a high-quality advisory offering for entrepreneurs, business owners, high-net-worth individuals and families.

You will advise clients on complex personal tax matters while helping them navigate significant life and business events. This includes succession planning, wealth preservation and broader family tax planning strategies.

This role is focused on developing client relationships, helping growing the service line, generating new opportunities and being part of a market-leading advisory team. Working closely with colleagues across Gravita service offerings, you will ensure clients receive holistic advice tailored to their long-term goals.

Key Responsibilities:

Client Advisory & Relationship Management

• Act as a trusted advisor on complex private client advisory matters.

• Provide strategic tax planning advice to high-net-worth individuals, families, entrepreneurs and business owners.

• Advise on succession planning, inheritance tax planning, wealth transition strategies and other tax affairs in relation to individuals.

• Support clients throughout key life events, including business disposals, exits, retirement and intergenerational wealth transfers.

• Build trusted, long-term relationships with clients and their wider professional advisers.

Growth & Business Development

• Support the growth and development of the Private Client service line.

• Identify opportunities to expand relationships across the existing client base.

• Build strong referral networks with lawyers, wealth managers, family offices and other professional intermediaries.

• Support the development of Gravita's market presence within the private client sector.

Leadership & Team Development

• Mentor, coach and develop a growing team of private client specialists.

• Foster a culture of collaboration, technical excellence and continuous learning.

• Support recruitment and succession planning across the team.

• Provide technical guidance and oversight on complex client matters.

• Act as a visible leader within the wider Tax function.

Strategic & Commercial Leadership

• Contribute to the strategic direction and growth plans of the Private Client tax business.

• Drive revenue growth, profitability and client retention.

• Oversee quality, risk management and technical standards across the team.

• Work collaboratively with colleagues across the firm to deliver integrated client solutions.

• Champion exceptional client service and continuous improvement.

Qualifications, Knowledge & Experience:

• CTA and/or ACA, ACCA qualified

• Experience advising private clients within an accountancy practice, private client consultancy or professional services environment.

• Strong technical expertise across personal tax, trusts, inheritance tax and family succession planning.

• Experience advising entrepreneurs, owner-managed businesses, high-net-worth individuals and family groups.

• Proven ability to lead complex advisory assignments and manage senior client relationships.

• Good ability to generating opportunities within existing client base and support winning new clients.

• Excellent communication and relationship-building skills.

• Commercial, strategic and client-focused approach with a passion for delivering high-quality advice.

Your Career with Gravita

When you join Gravita, we’ll support you on your own growth journey. We want to be the place you learn, grow and unlock your true potential.

We’ll work with you to build a progression plan to outline how you’ll grow at our company and everything we’ll do to help you get there. We’re also passionate about learning and development, to help you focus on your future.

The Key Details

• Our standard working week is a 37.5-hour week on a hybrid basis

• Core working hours are 10am - 4pm Monday to Friday

• Flexible working and happy employees are at the top of our list here at Gravita and we have been working hard to support our teams through the fast-paced changes.

• Your development won’t be forgotten, our development support is extraordinary for a firm of our size.

• It's a busy, fast-paced environment here at Gravita. Feel free to check out our social media channels (Instagram, X, LinkedIn and Glassdoor).