Private Client Partner

Pro-Tax; St Albans; On-site; GBP 127,000 - 150,000; Full time

Job summary

A leading firm in private client services is seeking a Private Client Partner to join their Hertfordshire office. This role involves providing expert advice to high-net-worth individuals, leading a team, and driving business development within the private client practice. The ideal candidate will have extensive experience in private client tax advisory and a strong record in managing complex trusts. This is an exceptional opportunity for a driven professional looking to advance their career.

Qualifications

• Extensive experience in private client tax advisory.
• Strong background in managing complex trusts and residency matters.
• Proven record in business development.

Responsibilities

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

Skills

Expertise in private client work

Business development skills

Leadership experience

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.

Responsibilities: 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.

Qualifications: 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].