Private Client Partner

PRO-TAX RECRUITMENT LIMITED; St Albans; On-site; GBP 150,000; Full time

Job summary

A leading firm in Hertfordshire seeks a highly experienced Private Client Partner. This key role involves providing expert advisory services to high-net-worth individuals, leading teams, and driving business development in a thriving private client practice. Ideal candidates are proven leaders with significant expertise in trusts, residency, and tax planning.

Qualifications

• Extensive experience in private client tax advisory.
• Strong background in managing complex trusts and residency.
• Leadership experience is essential.

Responsibilities

• Provide expert advice to high-net-worth individuals.
• Lead a team ensuring exceptional client service.
• Drive business development and client relationships.

Skills

Business Development

Tax Advisory

Client Relationship Management

Job description

Job Title: Private Client Partner
Location: Hertfordshire
Salary: £150,000
Ref: 59591

We are seeking a highly experienced and driven Private Client Partner to join a leading firm in their Hertfordshire office. While we are ideally looking for an existing Partner, we will also consider a Senior Director with an entrepreneurial spirit and a proven business development track record. The ideal candidate will have significant expertise in private client work, particularly in trusts, residency advice, and inheritance tax planning.

This is a fantastic opportunity for a Partner-level professional or Senior Director looking to take the next step in their career and play a central role in developing and expanding a thriving private client practice.

The successful candidate will be responsible for providing expert advice to high-net-worth individuals and their professional advisers, offering strategic solutions across trusts, residency matters, and IHT planning. They will also lead a team, ensuring the delivery of exceptional client service while contributing to the overall growth of the private client practice. Additionally, the role involves business development, building lasting relationships with clients, and driving the firm's success in this key area.

To be considered for this opportunity, candidates should have extensive experience in private client tax advisory, with a strong background in managing complex trusts, residency, and IHT matters. Leadership experience is essential, as is a proven track record in business development and client relationship management.

For further details or to arrange a confidential discussion, please contact Clare at [e-mail].