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Private Client Tax Director

PRO-TAX RECRUITMENT LIMITED

London

Hybrid

GBP 80,000 - 120,000

Full time

8 days ago

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Job summary

An established industry player is seeking a Director-level Private Client Tax & Trusts specialist to lead its Private Client department. This role offers the chance to work closely with a respected Head of Private Client Tax, providing high-value advisory services to a high-net-worth clientele. The position allows for genuine autonomy in shaping the firm's trusts and estate tax work, with a pathway to partnership in a short timeframe. If you're a commercially aware advisor looking to make a significant impact in a supportive environment, this opportunity is perfect for you.

Benefits

Competitive salary
Discretionary bonus
Hybrid working flexibility

Qualifications

  • Substantial experience in private client tax, trusts, and estates required.
  • Ideally CTA and/or STEP qualified, but solid experience is key.

Responsibilities

  • Advising on UK trusts, estates, and associated tax matters.
  • Preparing and reviewing trust and estate accounts.

Skills

Private Client Tax
Trusts and Estates
IHT
CGT
Client Advisory
Business Development

Education

CTA qualification
STEP qualification

Job description

Director - Private Client Tax & Trusts - Law Firm

A highly regarded, boutique law firm based in the heart of the West End is looking to appoint a Director-level Private Client Tax & Trusts specialist to join its Private Client department. This is a senior, strategic hire - not about filling a gap, but about bringing tax advisory work back in-house and building something meaningful.

The Opportunity

You'll be working directly with the Head of Private Client Tax - a well-respected name in the sector - leading on complex advice for a high-net-worth client base, often involving trust and estate matters. The work is advisory-led, high-value, and varied.

The role offers genuine autonomy, visibility, and a chance to take full ownership of the firm's trusts and estate tax work, much of which is currently outsourced. If you've ever wanted to run your own show within a safe and established structure, this is that role.

There is an opportunity to make Partner here in a short space of time.

What You'll Be Doing
  1. Advising on UK trusts, estates, and associated tax matters
  2. Preparing and reviewing trust and estate accounts
  3. Handling IHT, CGT, and residency/domicile issues
  4. Working closely with clients, beneficiaries, and solicitors on often sensitive, multi-faceted cases
  5. Contributing to business development - if that's your thing
  6. Helping shape the direction of the tax function going forward
What They're Looking For
  1. Substantial experience in private client tax, trusts, and estates
  2. Ideally CTA and/or STEP qualified - but solid experience matters more
  3. A confident, commercially aware advisor who can hit the ground running
  4. Someone who's comfortable working in a lean, senior-level team, without hand-holding
  5. Experience with offshore trusts would be a bonus, but not a dealbreaker
The Firm

Around 60 staff, 10 partners, and all under one roof

Located near Bond Street / Marylebone

Close-knit, non-hierarchical culture - professional, but relaxed

Strong departments across Private Client, Litigation, Employment, Property, and Commercial

Currently moving to a limited company structure (April 2025) - exciting growth phase

Salary & Flexibility

Competitive six-figure salary depending on experience

Discretionary bonus

Hybrid working - typically three days in the office, but flexible

Face-to-face interview process preferred (they believe in hiring the right people, not just CVs)

Contact Stuart on 07939121917 or by email at stuart.adams@pro-tax.co.uk

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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