Private Client Tax Associate Director

Brewer Morris; West Midlands; On-site; GBP 90,000 - 130,000; Full time

Job summary

Brewer Morris in the Midlands is seeking an experienced Private Client Tax Senior Manager to join a growing, collaborative team focused on career development and delivering exceptional client outcomes. The role offers significant client exposure and leadership opportunities across high-net-worth individuals and family offices.

You will manage key client relationships, deliver complex tax advisory work, mentor juniors, and help drive business development while maintaining profitability.

Qualifications

• Significant experience in Private Client Tax in a professional services setting.
• Strong technical expertise in shareholder planning and wealth structuring.
• Proven ability to build long-term client relationships and identify advisory opportunities.

Responsibilities

• Manage and develop relationships with a portfolio of private clients.
• Deliver high-quality tax advisory services across complex matters.
• Lead and coordinate advisory projects and deadlines.
• Mentor junior team members and support their development.
• Identify new business opportunities and contribute to BD initiatives.
• Oversee engagement profitability, budgeting, and WIP management.
• Collaborate with cross-functional teams on transactions and succession planning.

Skills

Private Client Tax

Client relationships

Tax advisory

Leadership

Education

ACA/ACCA/CA/CTA or equivalent

Job description

Shape Your Career in a Growing and Collaborative Team

An exciting opportunity has arisen for an experienced Private Client Tax professional to join a highly regarded and growing advisory practice in the Midlands. This role offers the chance to work within a supportive, collaborative team that places genuine emphasis on professional development, career progression, and delivering exceptional client outcomes.

The team has built a strong reputation for technical excellence, market-leading advice, and a people-focused culture. As the practice continues to grow, it is seeking an experienced Senior Manager to play a key role in both client delivery and the future development of the business.

High-Quality Client Exposure

The successful candidate will advise a diverse portfolio of high-net-worth individuals, entrepreneurs, shareholders, family-owned businesses, and internationally mobile clients. The role offers significant exposure to complex advisory projects, strategic tax planning, and transaction-related work across a broad range of private client matters.

This position provides an excellent platform for an ambitious individual looking to deepen client relationships, work on sophisticated advisory engagements, and contribute to the continued expansion of a highly successful team.

The Role

The Associate Director will be responsible for managing key client relationships, delivering complex tax advice, supporting team development, and helping identify new business opportunities.

Key Responsibilities

• Manage and develop relationships with a portfolio of private clients, identifying opportunities to broaden existing engagements.
• Deliver high-quality tax advisory services to entrepreneurs, shareholders, business owners, and wealthy individuals.
• Build and maintain strong internal and external networks to generate new business opportunities.
• Collaborate with colleagues across the wider business to provide integrated advice on transactions, succession planning, and wealth structuring matters.
• Review clients' tax affairs and provide practical, commercially focused solutions to complex tax challenges.
• Lead and coordinate the delivery and implementation of advisory projects.
• Support and mentor junior team members, contributing to their technical and professional development.
• Take responsibility for engagement profitability, including budgeting, work-in-progress management, and billing.
• Contribute to business development initiatives and help bring innovative client solutions to market.

Candidate Profile

Qualifications

• ACA, ACCA, CA, CTA, or an equivalent professional qualification.

Experience and Skills

The ideal candidate will demonstrate:

• Significant experience within Private Client Tax, gained in a professional services or advisory environment.
• Strong technical expertise across a broad range of private client matters, including shareholder planning, transaction-related advice, succession planning, and key tax reliefs.
• Commercial awareness and the ability to engage effectively with business owners, shareholders, senior executives, and family offices.
• A proven track record of developing long-term client relationships and identifying advisory opportunities.
• Strong project management and organisational skills, with the ability to manage multiple priorities effectively.
• Excellent communication and relationship-building skills.
• Experience coaching, mentoring, and developing junior colleagues.
• A proactive and entrepreneurial mindset, with the ability to identify and capitalise on new business opportunities.
• A collaborative approach and a genuine desire to contribute to the success of both clients and colleagues.

Why Consider This Opportunity?

• Exposure to complex and intellectually stimulating advisory work.
• Access to a high-calibre and diverse private client portfolio.
• Strong career progression prospects within a growing practice.
• A collaborative and supportive team culture.
• Opportunities to play a meaningful role in business development and team growth.
• A platform to build your profile in the Midlands private client market while working alongside experienced and well-respected professionals.

This opportunity would suit an established Private Client Tax Senior Manager looking to take the next step in their career, or an ambitious Manager ready to move into a broader leadership role within a growing and successful advisory practice.