Private Client Tax Director

AJ Chambers ®; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Pension

Life assurance

30 days annual leave plus bank HOs

Extensive benefits package

Job summary

AJ Chambers in London seeks an experienced Private Client Tax professional to take on a senior leadership role, develop client relationships and drive growth of an established Private Client practice.

This varied role blends high-level client advisory work, portfolio management and business development with a clear pathway toward Partnership and the chance to shape the future direction of the practice.

Qualifications

• Significant Private Client Tax experience within an accountancy/practice environment.
• Strong technical tax knowledge for advising private clients on tax affairs.
• Experience managing a sizeable client portfolio and overseeing engagements.
• Commercial mindset to develop existing client relationships and generate new business.

Responsibilities

• Client Advisory: provide tax advice to clients across their personal tax affairs with a high-quality, commercially focused service.
• Portfolio Management: oversee day-to-day running of a large client portfolio, including billing, delegation and monitoring WIP.
• Client Relationships: develop and maintain strong relationships with existing clients and identify opportunities to broaden services.
• Business Development: generate new work from existing clients and contribute to wider business development initiatives.
• Team Leadership: delegate and monitor work, support development of junior members and oversee service delivery.
• Practice Growth: shape the growth of the Private Client practice and contribute to diverse client assignments.

Skills

Private Client Tax

Leadership

Business Development

Client Relationships

Education

ACA/CTA qualified

Job description

An excellent opportunity for an experienced Private Client Tax professional to take on a senior leadership role, develop client relationships and play a key part in the continued growth of an established Private Client practice.

This is a varied role combining high-level client advisory work, portfolio management and business development, with the opportunity to help shape the future direction of the practice and a clear pathway towards Partnership.

The Role

You'll take responsibility for a substantial portfolio of private clients, with responsibilities including:

• Client Advisory: Providing tax advice to clients across their personal tax affairs, delivering a high-quality, commercially focused service.
• Portfolio Management: Overseeing the day-to-day running of a large client portfolio, including billing, delegation and monitoring WIP.
• Client Relationships: Developing and maintaining strong relationships with existing clients, identifying opportunities to broaden the services provided.
• Business Development: Generating new work from existing clients and contributing to wider business development initiatives.
• Team Leadership: Delegating and monitoring work, supporting the development of junior team members and overseeing client service delivery.
• Practice Growth: Playing an active role in shaping the continued growth of the Private Client practice and contributing to a diverse range of client assignments.

What We're Looking For

• ACA and/or CTA qualified.
• Significant Private Client Tax experience gained within an accountancy practice.
• Strong technical tax knowledge and experience advising private clients on their tax affairs.
• Experience managing a sizeable client portfolio and overseeing the commercial aspects of engagements.
• Confident managing client relationships, delegating work and overseeing service delivery.
• A commercial mindset, with the ability to identify opportunities to develop existing client relationships and generate new business.
• The ambition and leadership capabilities to progress towards Partnership.

Why Consider It?

• A genuine opportunity to help shape the growth of an established Private Client practice.
• Exposure to a diverse range of client assignments and advisory work.
• A clear development pathway towards Partnership, supported by mentorship from the senior management team.
• Dedicated personal coaching and tailored development beyond professional qualifications.
• The opportunity to develop your client management, leadership and commercial capabilities.
• Flexible and hybrid working arrangements, with 30 days' annual leave plus bank holidays.
• Private medical insurance, pension, life assurance and an extensive benefits package.