Private Client Tax Director

ACCA Careers; Portsmouth; On-site; GBP 120,000 - 180,000; Full time

Benefits offered by this job

Career development

Private medical cover

Pension matching

Flexible working

Volunteer days

Wellbeing initiatives

Job summary

Menzies LLP is seeking a Director to lead the Private Client advisory service, delivering tax planning for high net worth individuals and supporting growth of the office’s private client team. You will work with Tax Partners to provide expert advice and strengthen client relationships.

The role involves leading complex enquiries, cross-selling opportunities, and mentoring managers and trainees within a collaborative environment.

Qualifications

• CTA qualification or equivalent required.
• High level of technical advisory expertise.
• Self-starter capable of motivating and developing the team.
• Experience in private client tax planning.
• Excellent communication skills at all levels, including report writing.
• Strong client care and relationship-building abilities.
• Coaching and people management experience.
• Experience in private client taxation, including inheritance tax, trusts and estate planning.

Responsibilities

• Provide bespoke advice across all areas of personal taxation for ultra high net worth clients.
• Assist Tax Partners with complex enquiries and identify cross-selling opportunities.
• Develop the office’s private client team and support business development.
• Lead HMRC enquiry matters when required.
• Mentor and train managers and trainees within the team.
• Maintain regular communication with clients and third parties; manage budgets and reporting.

Skills

CTA qualified or equivalent

Technical advisory

Self-starter

Private client tax planning

Communication skills

Client care & relationships

Coaching & people management

Tax planning experience

Inheritance Tax / Trusts

Job description

Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first-class team and, to do so, we know that we need a diverse mix of talented people doing their best work.

If you’re ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading!

Reporting to Tax Partner, the Director role will be focussed on developing the Private Client services within the office and contributing to the strategic growth of the firm’s private client service line.

The successful candidate will provide advisory services to clients and form an integral part of the Advisory Tax leadership team with scope for career progression.

Your primary role will be to deliver tax planning and advisory services in relation to high net worth, dynamic private clients and to support the development of the office’s team to support this delivery (these could possibly include: Non Dom & International clients, Family office, Offshore, Inheritance Tax, Trusts and Estate planning).

The team delivers a full consultative, planning and compliance service to individuals and their families including optimising all private client tax reliefs during lifetime and on death.

Why Menzies?

At Menzies, Our Culture Is Our Cornerstone. We Blend Technical Excellence With Genuine Care For Our People And Clients. With Over 1100 Colleagues In The UK, We’ve Built a Culture Based On Shared Values And Mutual Respect. Here’s Why You’ll Love Working With Us

• People First: Our work-life balance isn’t just talk. From agile working to generous leave, we create space for what matters to you.
• Work with Inspiring Clients: Work directly with a broad portfolio of personal tax clients, including non-doms and non-residents, across a range of industries and backgrounds.
• Collaborate Across Borders: Be part of our HLB International network, working with colleagues worldwide to share knowledge and deliver global tax solutions.
• Innovate with Purpose: We’re always looking for better ways to work—leveraging tech, simplifying complexities, and delivering value.
• Empathy at Our Core: We don’t just serve our clients; we build trusted relationships that last.

Key Responsibilities

• Providing bespoke advice across all areas of personal taxation, helping ultra high net worth and high net worth individuals pay the right amount of tax
• Assisting Tax Partners and Partners with more complex enquiries and ensuring planning and cross-selling opportunities are identified and followed up
• Assisting in generating new work and developing relationships with intermediaries
• Developing the office’s private client team with a focus on enhancing their advisory and business development skills.
• Leading HMRC enquiry matters
• Reviewing the wider client base and identifying additional opportunities
• Maintaining regular communication with all clients and related 3rd parties
• Displaying excellent communication skills
• Working in a team with direct responsibility for the mentoring, developing and training of managers & trainees
• Preparing budgets, completing work within budget and reporting to Partners on good financial management.

Skills, Knowledge & Expertise

• CTA qualified or equivalent
• High level of technical advisory expertise
• Self-starter capable of motivating, driving, and developing the team
• Able to demonstrate relevant practical experience in Private Client tax planning
• Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical point for clients to understand
• Ability to provide excellent client care
• Strong relationship building, networking, and business development skills
• Tax planning and advisory
• Coaching and People Management
• Ideally able to demonstrate experience in the following
  • Private client taxation and planning
  • Planning for owner managed businesses
  • Inheritance Tax planning
  • Trusts and Estate planning

Job Benefits

At Menzies, we know success starts with our people. That’s why we offer:

• Career Development: From learning opportunities to career coaching, we’ll help you achieve your goals.
• Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave.
• Flexibility That Works for You: Agile working is embedded in our culture.
• Perks That Go Beyond: Volunteering days, wellbeing initiatives, and more—we care about your whole self.

About Menzies LLP

Menzies is a proudly independent UK business advisory and accountancy practice with true national coverage and international connections. As a full-service firm with strong sector specialisms, we have a proven track record supporting both businesses, not-for-profits and individuals to successfully reach their financial goals.

We’re proud to be a Certified B Corp™ and part of a global community of over 10,000 businesses recognised for meeting high standards of social and environmental responsibility, accountability, and governance.

This certification reflects the way we already do business, putting people and relationships first, supporting our communities, investing in our teams, and helping clients build sustainable, future-focused organisations.

We continue to take a relationship-led approach to our client relationships. We use our Brighter Thinking methodology to empower clients with greater confidence and certainty in the face of increasing complexity.

Founded in 1912, Menzies is headquartered in London with coverage nationally in England & Wales and has 1100+ employees and a turnover of £110m. Our clients are mid-size and large privately held corporates, non-profits, and individuals, across the UK and internationally via major market country-desks, and in 157 countries globally through Menzies membership of HLB, the global advisory and accounting network.