Private Client Tax Director

Menzies LLP; Stevenage; On-site; GBP 80,000 - 110,000; Full time

Job summary

A leading UK business advisory firm is seeking a Private Client Tax Director to lead the team in Stevenage. You'll oversee compliance and provide advisory services to high-net-worth clients, driving strategic tax planning and mentoring senior staff. A strong background in Private Client tax and ACA/CTA qualification is required. This role offers significant career development and competitive benefits.

Benefits

Private medical cover

Pension matching

Enhanced parental leave

Volunteering days

Wellbeing initiatives

Qualifications

• Proven experience in Private Client tax planning.
• Excellent interpersonal skills for client interactions.
• Strong communication skills to explain technical concepts.

Responsibilities

• Drive strategic financial performance and profitability.
• Lead key client relationships and service excellence.
• Shape the Firm’s people strategy and mentor senior staff.
• Provide bespoke advice across personal taxation.

Skills

Technical advisory expertise

Client care

Relationship building

Networking

Self-starter

Education

ACA or CTA qualified or equivalent

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!

The Private Client Tax Director will lead the private client team in the Hertfordshire office, overseeing compliance in line with Practice Assurance standards and delivering high-quality advisory services. The role is central to the Advisory Tax leadership team, with opportunities for professional growth and expansion of services across Hertfordshire and neighbouring Home Counties. The role will provide strategic tax planning and advisory support to high-net-worth individuals and business owners ensuring a holistic approach to lifetime and succession tax planning.

Why Menzies?

• 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

• Driving strategic financial performance, ensuring profitability, effective budgeting, and optimal team chargeability.
• Leading key client relationships, championing service excellence, and identifying opportunities to deliver long-term value.
• Building a high-quality proposition to attract new business opportunities.
• Shaping the Firm’s people strategy, mentoring senior staff, fostering a high-performing and inclusive culture, and driving strategic growth, innovation, and thought leadership.
• Providing bespoke and complex advice across all areas of personal taxation.
• Leading HMRC enquiry matters.

Skills, Knowledge and Expertise

• ACA or 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

Benefits

• 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 focus on optimising clients’ businesses financially, operationally, and strategically. We employ approximately 1100 trusted advisors in Audit, Tax & Advisory Services, across 11 locations UK wide.Our industry sector specialisation sets us apart. Expert teams work in collaboration with each other delivering a host of business, tax and commercial advisory projects over and above the market leading assurance and compliance work undertaken for UK and International clients.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.

For further information, and to apply, please visit our website via the “Apply” button below.