Private Client Associate Director - Wealth & Advisory

Longman Tax Recruitment; South Yorkshire; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

Longman Tax Recruitment is assisting a highly regarded professional services firm with its Private Client team. The role focuses on advising high-net-worth individuals, families, and owner-managed businesses with complex UK tax matters in a relationship-led environment.

You will manage a diverse portfolio, delivering both compliance and advisory support across succession planning, wealth protection, and restructuring, while mentoring junior colleagues and identifying new opportunities.

Qualifications

• Experience advising high-net-worth individuals, entrepreneurs, families and owner-managed businesses.
• Excellent technical knowledge across UK tax matters and structuring.
• Ability to mentor junior colleagues and contribute to team development.

Responsibilities

• Advise and manage a varied private client portfolio, including succession planning and wealth protection.
• Lead complex UK tax matters and provide advisory support to clients and partners.

Skills

Private client experience

Relationship management

Mentoring juniors

Business development

Technical tax knowledge

Education

CTA or ACA

Job description

Longman Tax Recruitment is assisting a highly regarded professional services firm with its Private Client team. The role focuses on advising high-net-worth individuals, families, and owner-managed businesses with complex UK tax matters in a relationship-led environment.

You will manage a diverse portfolio, delivering both compliance and advisory support across succession planning, wealth protection, and restructuring, while mentoring junior colleagues and identifying new opportunities.