Personal Tax Senior Director

www.topfinancialjobs.co.uk - Jobboard; Weybridge; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

A leading independent firm of Chartered Accountants is seeking a Private Client Tax Senior Director Partner Designate in Weybridge. This high-impact role offers a clear route to Equity Partnership, leading a diverse portfolio in a hybrid working environment. The position involves advising HNWIs and business owners, with a focus on strategic tax solutions and team development.

Benefits

Clear route to Equity Partnership

Modern hybrid working culture

Attractive salary package

Collaborative leadership team

Referral schemes for successful candidates

Qualifications

• Professional qualification in CTA, ATT, ACA, or ACCA.
• Extensive UK Private Client Tax experience.
• Strong track record in advisory services to HNWIs.

Responsibilities

• Lead and expand Private Client Tax function.
• Provide advisory and compliance services for tax planning.
• Mentor a high-performing team.

Skills

Leadership

Advisory Services

Tax Planning

Team Development

Education

CTA

ATT

ACA

ACCA

Job description

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

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.

Referral Scheme

Know someone perfect for this role? We offer up to £500 in Amazon or John Lewis vouchers for successful referrals. Visit our website for full details.