Private Client Tax Director

Walker Lovell; Birmingham; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Senior leadership package

Performance-linked bonus

30 days holiday

Private healthcare

Hybrid working

Job summary

A leading Midlands accountancy firm is seeking a private client tax advisor to lead advisory work for high-net-worth individuals and trusts. This role emphasizes building client relationships and identifying tax planning opportunities. Candidates should have extensive advisory experience and relevant qualifications. With a hybrid work model and significant growth prospects, this position offers autonomy and the chance to develop a growing advisory practice.

Qualifications

• Extensive private client tax advisory experience within a UK accountancy practice.
• Strong experience advising high-net-worth individuals, entrepreneurs, and trusts.
• Commercial mindset with the ability to develop client relationships.
• CTA qualification is required; STEP qualification is advantageous.

Responsibilities

• Lead private client tax advisory work for high-net-worth individuals.
• Develop trusted relationships with directors and shareholders.
• Identify tax planning opportunities across wealth and succession.
• Collaborate with partners and wider advisory teams to drive cross-service growth.

Skills

Private client tax advisory experience

Client relationship development

Tax planning

Commercial mindset

Education

CTA qualification

STEP qualification (advantageous)

Job description

Overview

Join a growing private client advisory team within a respected Midlands accountancy and advisory firm. With significant advisory work already being generated across the business, this role offers the opportunity to build client relationships, lead complex advisory work and further develop the private client offering.

Package / Benefits

• Senior leadership package reflecting experience and scope


• Performance-linked discretionary bonus


• 30 days holiday plus bank holidays


• Private healthcare


• Hybrid working - minimum two days in the office


• Modern offices across Birmingham, Derby and Nottingham

Why this business

This is a well-established UK advisory and accountancy practice supporting entrepreneurs, owner-managed businesses and high-net-worth individuals across the Midlands. As part of a globally recognised professional network, the firm combines strong regional relationships with international reach.

Private client advisory is a key growth area for the firm. The team already advises a wide portfolio of directors, shareholders, family businesses and trusts, with strong client demand creating the need for additional senior leadership within the practice.

You will work alongside an established Private Client Director who is generating significant advisory work across the region, providing a strong platform to build your own client relationships and expand the offering further.

What you’ll be doing

• Lead private client tax advisory work for high-net-worth individuals, entrepreneurs and trusts


• Develop trusted relationships with directors, shareholders and family-owned businesses


• Identify and deliver tax planning opportunities across wealth, succession and estate planning


• Collaborate with partners and wider advisory teams to drive cross-service growth

What you’ll bring

• Extensive private client tax advisory experience within a UK accountancy practice


• Strong experience advising high-net-worth individuals, entrepreneurs and trusts


• Commercial mindset with the ability to develop client relationships and advisory opportunities


• CTA qualified, with STEP qualification advantageous

Who this suits

You are a commercially minded private client specialist looking for greater autonomy and influence than your current role offers. You enjoy building long-term client relationships and want the opportunity to play a visible role in developing a growing advisory practice within a firm that values collaboration and long-term growth.

Apply now for a confidential conversation with Walker Lovell.