Personal Tax Senior Director

Fletcher George; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

A leading independent firm of Chartered Accountants seeks a 'Private Client Tax Senior Director Partner Designate' for their Weybridge office. This high-impact role requires extensive private client tax experience and leadership skills to drive business development and manage a diverse portfolio. Ideal candidates will possess professional qualifications and a commitment to equity partnership within a supportive and entrepreneurial environment.

Benefits

Hybrid working culture

Attractive salary package with bonus

Support for career progression to equity partnership

Qualifications

• Extensive UK-based Private Client Tax experience, ideally with trusts and estate planning.
• Track record in advisory services for HNWIs and owner-managed businesses.
• Strong leadership capabilities with a collaborative approach.

Responsibilities

• Lead the Private Client Tax function with full responsibility for a diverse portfolio.
• Provide a mix of advisory and complex compliance services.
• Mentor a high-performing team and drive business development.

Skills

Leadership

Strategic thinking

Advisory skills

Client relationship management

Education

CTA, ATT, ACA or ACCA qualification

Job description

Private Client Tax Senior Director Partner Designate, Weybridge, Surrey with Hybrid Working

£90,000 £130,000 + Bonus & Benefits

Are you a senior Private Client Tax expert looking for a clear route to Equity Partnership?

We are delighted to be working with a leading independent firm of Chartered Accountants with four offices across Surrey, currently seeking a Private Client Tax Senior Director Partner Designate to join their thriving Weybridge office.

This is a high-impact, leadership role that will allow you to shape the future of the private client function. You will be a key figure in the firm s long-term strategy, advising a loyal portfolio of HNWIs, entrepreneurial clients, family estates, and trusts.

This is an advisory-led opportunity with a genuine succession plan and visibility across the wider firm leadership.

As Private Client Tax Senior Director, you will:

• Lead and expand the Private Client Tax function, with full responsibility for a diverse and high-value portfolio.
• Provide a 50/50 mix of advisory and complex compliance services, including IHT and CGT planning, residence and domicile matters, and strategic income tax advice.
• Partner with entrepreneurs, business owners, and family groups to deliver tailored, high-level tax solutions.
• Play a visible role in driving business development and raising the firm's profile in the Private Client market.
• Coach and mentor a high-performing team, fostering a culture of technical excellence and development.

What You Will Bring:

• Professional qualification: CTA, ATT, ACA or ACCA.
• Extensive UK-based Private Client Tax experience, ideally with trusts, estate planning, and non-dom matters.
• A track record of success in providing advisory services to HNWIs and owner-managed businesses.
• Strong leadership capabilities with a collaborative and commercial approach.
• A long-term view and commitment to progressing to Partnership.

Why Join This Firm?

• Clear route to Equity Partner in a supportive and entrepreneurial environment.
• Advisory-led position with direct impact on client outcomes and firm strategy.
• High-quality, long-standing client base with complex and varied tax needs.
• Modern, hybrid working culture and a collaborative leadership team.
• Attractive salary package between £90,000 - £130,000, with bonus and excellent benefits.

Apply Now

If you are a senior private client tax professional ready for a strategic leadership role with real long-term potential, we would love to hear from you. Please submit your CV, and we will respond promptly to all suitable candidates. Alternatively, you can contact us on (phone number removed) for a confidential conversation.

About Fletcher George

Fletcher George is a Surrey-based financial recruiter. We are proud to represent inclusive, progressive firms and welcome applications from all qualified individuals.

We act as an employment agency and are committed to supporting professionals at every stage of their career.

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