Private Client Partner - Leading Practice

Pure; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading firm in private client advisory seeks a Private Client Partner to shape their tax offering and lead client engagements. This role involves advising high-net-worth individuals, driving business development, and mentoring a team. Ideal candidates will possess ACA/CTA qualifications and a strong track record in client development and leadership.

Qualifications

• Deep expertise in private client advisory.
• Proven track record in leadership and client development.
• Exceptional knowledge across inheritance tax, capital gains tax, trusts.

Responsibilities

• Advising high-net-worth individuals on complex tax matters.
• Leading the growth and development of the private client function.
• Mentoring and growing a high-performing team.

Skills

Leadership

Client Development

Technical Knowledge

Commercial Awareness

Relationship Management

Entrepreneurial Mindset

Education

ACA/CTA qualified (or equivalent)

Job description

My client is widely recognised as a leader in private client advisory, known for delivering outstanding service to high-net-worth individuals, family offices, and entrepreneurs. They are now looking for a Private Client Partner to join their highly reputable team-someone who combines technical excellence with strategic vision and a passion for growth.

The Role - Make an Impact

As a Private Client Partner at my client, you'll have the opportunity to shape the firm's private client tax offering, lead high-profile client engagements, and drive business development. This role is about leadership, influence, and delivering first-class solutions to a sophisticated client base.

What You'll Be Doing:

• Advising high-net-worth individuals on complex tax matters, including estate planning, trusts, and international tax.

• Leading the growth and development of the private client function, ensuring best-in-class service and technical expertise.

• Developing and expanding relationships with key clients, leveraging your market insight and network.

• Acting as a strategic leader, contributing to firm-wide initiatives and influencing future direction.

• Mentoring and growing a high-performing team, fostering a culture of excellence and innovation.

• Keeping ahead of legislative changes and market trends to provide proactive advice.

What My Client is Looking For:

• ACA/CTA qualified (or equivalent), with deep expertise in private client advisory.

• A proven track record in leadership, client development, and work-winning.

• Exceptional technical knowledge across inheritance tax, capital gains tax, trusts, domicile/residence, and succession planning.

• Strong commercial awareness, balancing client needs with business strategy.

• Outstanding relationship management skills, earning trust and confidence at the highest levels.

• An entrepreneurial mindset-someone who sees opportunities and drives growth.