Private Client - Personal Tax Director

TN United Kingdom; Birmingham; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Client Personal Tax Director to join its dynamic team in Birmingham. This role offers the opportunity to work closely with affluent clients, providing tailored tax advisory services. You will lead complex personal tax matters, ensuring compliance and quality while mentoring junior team members. With a focus on collaboration and professional development, this position allows you to make a significant impact in a supportive environment. Enjoy flexible working arrangements and a range of benefits, including generous holidays and health initiatives, while contributing to a culture of diversity and inclusion.

Benefits

25 days holidays plus bank holidays

Generous pension schemes

Paid volunteering days

Westfield Health membership

Well-being initiatives

Qualifications

• Strong private client tax advisory experience with ACA, ACCA, or CTA qualification.
• Ability to manage complex client portfolios and identify new opportunities.

Responsibilities

• Provide technical tax support and knowledge to Partners and colleagues.
• Review and sign off on complex tax returns and advisory matters.

Skills

Private Client Tax Advisory

Income Tax

Capital Gains Tax

Inheritance Tax

Trusts

International Taxation

Project Management

Collaboration Skills

Education

ACA

ACCA

CTA

Job description

The provided job description contains detailed information about the role, responsibilities, and benefits, but its formatting can be improved for better readability and engagement. Minor restructuring and the use of HTML tags such as

,

, and
• for lists will enhance clarity. Additionally, some repetitive or irrelevant content should be trimmed or reorganized to focus on the core job details.

  Below is a refined version that maintains the original content and context while improving its presentation:

  Private Client - Personal Tax Director, Birmingham

  Location: Birmingham, United Kingdom

  Job Category: Other

  EU work permit required: Yes

  Job Reference: ba2c11576103

  Job Views: 9

  Posted: 24.04.2025

  Expiry Date: 08.06.2025

  Job Description:

  Your Role and Responsibilities

  We have one of the largest Private Client Teams in the UK, working with individuals, non-doms, trustees, partnerships, charities, sole traders, and family businesses to manage their tax affairs on both advisory and compliance sides. Our team collaborates closely across the firm to provide comprehensive services to individuals, owner-managed businesses, and family offices, combining expertise in all relevant taxes.

  We are seeking a Private Client Personal Tax Director to join our high-performing and growing team. You will be part of a collaborative environment that values knowledge-sharing and professional development.

  This role focuses on supporting our lawyers and accountants in delivering tailored tax advisory services to affluent, high-net-worth, and ultra-high-net-worth individuals. You will lead on complex personal tax matters including Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, Non-Dom and International clients, offshore structures, and estate planning. Key responsibilities include:

  • Providing technical tax support and knowledge to Partners and colleagues, without managing your own client portfolio, with some chargeable time recording.
  • Offering chargeable technical tax advice, assisting in identifying client advisory issues.
  • Sharing technical tax knowledge across the Private Client Group, supervising and mentoring less experienced colleagues.
  • Providing leadership and guidance to junior team members, supporting their development.
  • Reviewing and signing off on complex tax returns and advisory matters, ensuring quality and compliance.
  • Monitoring tax risk and maintaining up-to-date knowledge of tax laws.
  • Communicating tax developments proactively to the team.
  • Creating and updating technical precedents and participating in strategic planning.
  • Representing the Private Client Group in meetings and presentations.
  • Leading tax planning and advisory projects alongside Partners.
  • Building and managing internal and external relationships.
  • Contributing to marketing initiatives, articles, and thought leadership.
  • Supporting business development within the team.

  About You

  • ACA, ACCA, or CTA qualified with strong private client tax advisory experience.
  • Up-to-date knowledge of taxation, advising affluent and high-net-worth individuals.
  • Experience leading projects and providing technical support to teams.
  • Expertise in trusts, estates, and working with trustees and wealth advisory teams.
  • Ability to manage complex client portfolios and identify new opportunities.
  • Strong collaboration skills with colleagues and Partners on technical matters.

  Location and Benefits

  Flexible location with main offices in London, Birmingham, Manchester, Leeds, and Chichester. At least 2 days per week in the office.

  • 25 days holidays plus bank holidays, with options to buy additional leave.
  • Generous pension schemes.
  • Paid volunteering days.
  • Westfield Health membership and well-being initiatives.
  • Recognition as one of the Best Workplaces for Wellbeing 2024.

  Our commitment to diversity, inclusion, social responsibility, and community investment underpins our workplace culture.