Private Client Tax Director

TPF Recruitment; Greater London; On-site; GBP 150,000 - 210,000; Full time

Benefits offered by this job

Hybrid work

Medical insurance

Pension scheme

Generous holidays

Study support

Performance bonus

Team events

Job summary

TPF Recruitment in Central London seeks a highly accomplished UK-US Private Client Tax Director to lead our elite tax advisory practice for high-net-worth individuals. The role focuses on delivering sophisticated cross-border tax solutions for UK and US obligations.

The ideal candidate will have deep US taxation expertise, private client advisory experience and a proven track record advising ultra-high-net-worth clients on estate planning, gift tax and compliance with IRS and HMRC regulations.

Qualifications

• CTA qualification and CIOT membership.
• Extensive US and UK cross-border tax experience.
• Proven advisory record for HNWIs and ultra-HNWHIs.
• Strong leadership and mentoring abilities.

Responsibilities

• Lead UK/US cross-border tax advisory for HNWIs.
• Advise on US tax compliance incl. FBAR, Forms 8938, 3520, 3520-A.
• Develop estate, gift and inheritance tax planning strategies.
• Advise on trusts, foundations and offshore entities.
• Collaborate with legal and wealth management teams.
• Mentor senior tax professionals and drive business development.
• Represent the firm at events and client forums.
• Ensure adherence to professional standards and governance.

Skills

US taxation

Cross-border tax

Estate planning

Leadership

Education

CTA qualification

CIOT membership

Job description

Private Client Tax Director

Central London

We are seeking a highly accomplished UK US Private Client Tax Director to lead our elite tax advisory practice within the personal tax sector. This pivotal role is central to delivering sophisticated, cross-border tax solutions for high-net-worth individuals (HNWIs) with complex UK and US tax obligations. The ideal candidate will possess deep expertise in US taxation, private client advisory, and international tax compliance, with a proven track record of advising ultra-high-net-worth clients on estate planning, gift tax, income tax and compliance with IRS and HMRC regulations. As a strategic leader, you will drive business development, mentor senior tax professionals, and ensure the delivery of compliant, innovative and client-centric tax strategies. Your leadership will be instrumental in strengthening our firm's reputation as a market leader in international private client tax services.

Responsibilities

• Lead the end-to-end delivery of complex UK and US cross-border tax advisory services for HNWIs and ultra-HNWIs.
• Advise clients on US tax compliance, including FBAR, Form 8938, Form 3520 and Form 3520-A, as well as UK tax implications of US residency and domicile.
• Develop and implement strategic tax planning solutions for estate, gift and inheritance tax, with a focus on minimizing exposure while ensuring compliance.
• Serve as a trusted advisor to clients on international tax structuring, including trusts, foundations and offshore entities.
• Collaborate with legal, wealth management and compliance teams to deliver integrated client solutions.
• Mentor and develop a team of senior tax professionals, fostering a culture of excellence and continuous learning.
• Drive business development initiatives, including client acquisition, relationship management and thought leadership.
• Ensure adherence to professional standards, regulatory requirements and firm governance policies.
• Represent the firm at industry events, conferences and client forums to enhance visibility and credibility.

Requirements

• Chartered Tax Advisor (CTA) qualification with full membership in the Chartered Institute of Taxation (CIOT).
• In-depth knowledge of US federal income tax, estate and gift tax and international tax compliance (including FATCA, CRS and OECD BEPS initiatives).
• Proven experience advising private clients and HNWIs on UK US cross-border tax matters.
• Demonstrable track record in developing and executing complex tax planning strategies for international clients.
• Strong understanding of UK inheritance tax, capital gains tax and trust taxation in a cross-border context.
• Exceptional client management and communication skills, with the ability to explain complex tax concepts clearly to non-experts.
• Experience leading teams or managing client portfolios of significant value.
• High level of integrity, discretion and commitment to professional standards.
• Ability to work autonomously and thrive in a fast-paced, client-driven environment.

Benefits

• Competitive salary with performance related bonus
• Hybrid and flexible working options
• Exposure to complex international and cross border client work
• Collaborative and supportive team environment
• Ongoing training and professional development
• Study support for further qualifications where relevant
• Private medical insurance
• Generous holiday allowance plus bank holidays
• Pension scheme
• Regular team events and a positive working culture
• Opportunity to work with high net worth and internationally mobile clients