Personal Tax Partner

Clark Wood - Tax Recruitment; West Midlands; Hybrid; GBP 100,000 - 120,000; Full time

Job summary

A leading independent firm in Worcestershire is seeking an experienced Private Client Tax Partner. This senior position involves leading tax advisory projects, providing expert advice to high-net-worth clients, and developing a growing team. With a competitive salary package and hybrid working options, this role offers an exceptional career opportunity for a tax specialist eager to shape a growing department.

Benefits

Hybrid working options

Direct pathway to equity partnership

Competitive salary package

Supportive and forward-thinking environment

Qualifications

• Experienced tax professional with strong expertise in trusts, inheritance tax, and agricultural tax.
• Proven ability to develop client relationships and provide high-level advisory services.
• CTA qualified with commercial awareness and leadership experience.

Responsibilities

• Lead private client tax advisory projects focusing on trusts and estates.
• Provide expert tax advice on complex client portfolios and high-net-worth individuals.
• Drive business development and mentor senior tax professionals.

Skills

Private Client Taxation

Trusts

Inheritance Tax

Agricultural Tax

Business Development

Leadership

Client Relationship Management

Education

CTA Qualification

STEP Qualification

Job description

Private Client Tax Partner – Worcestershire
£100,000 to £120,000 | Independent Firm | Leadership & Advisory Focus

Clark Wood is working with a highly regarded independent firm of accountants in Worcestershire, seeking an experienced Private Client Tax Partner to lead and grow their Private Client Tax Services Team.

This is a senior-level opportunity for an ambitious tax professional with strong expertise in trusts, inheritance tax, and agricultural tax matters, looking to play a key role in shaping the firm’s advisory services.

The Role:

• Lead private client tax advisory projects, particularly focusing on trusts, estates, inheritance tax planning, and agricultural clients.

• Provide expert tax advice on complex client portfolios, including high-net-worth individuals and family businesses.

• Oversee the review and sign-off of personal and trust tax returns, ensuring technical excellence.

• Work on cross-border tax matters, HMRC enquiries, and offshore structures as required.

• Drive business development, identifying opportunities to expand the firm’s advisory services and increase turnover.

• Support and mentor senior tax professionals within the firm, fostering team development and leadership.

The Candidate:

• CTA qualified (STEP qualification desirable).

• Strong technical knowledge in private client taxation, with particular expertise in trusts, estate planning, and agricultural tax.

• Proven ability to develop client relationships and provide high-level advisory services.

• Commercially minded, with experience in business development and revenue growth.

• Excellent leadership and communication skills, with a track record of managing and developing teams.

The Benefits:

• Competitive £100,000+ salary package, plus benefits.

• Opportunity to shape and expand a high-growth Private Client Tax department.

• Hybrid working options for flexibility.

• Direct pathway to equity partnership opportunities.

• A supportive, forward-thinking firm with ambitious growth plans.

This is an exceptional opportunity for a Private Client Tax specialist looking to take the next step in their career within a respected independent firm.

For more information on this opportunity please contact Will Langdon @ Clark Wood – [e-mail] / 07920557121

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