Private Client Tax Partner

ARM LIMITED; Reading; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading private client advisory firm is seeking a Private Client Tax Partner to manage a portfolio focused on high-net-worth individuals and family businesses in Reading and London. The ideal candidate will possess deep expertise in capital gains tax, trusts, and client relationship management. This role offers the opportunity to lead a growing team and contribute to the firm's strategic direction.

Qualifications

• Deep experience in private client tax advisory is essential.
• Proven ability to develop and retain high-value client relationships.
• Strong profile in the Reading market among family-run businesses.

Responsibilities

• Lead and grow a portfolio of private clients including business owners.
• Deliver expert advice on capital gains tax, inheritance tax, and trusts.
• Drive new business through personal networks across London and the South East.

Skills

Client relationship development

Expertise in trusts

Capital gains tax (CGT)

Inheritance tax (IHT)

Succession planning

Education

CTA/ACA qualified (or equivalent)

Job description

Overview

I'm working closely with a fast-growing, forward-thinking firm that's redefining private client advisory. They're seeking a Private Client Tax Partner to spearhead growth in London, focusing on the entrepreneur-led mid-market, trusts, and capital taxes. This is a stand-out opportunity for someone well-networked who understands how to win work, build meaningful relationships, and lead from the front.

Responsibilities

• Lead and grow a high-quality portfolio of private clients — ranging from business owners and HNWIs to family offices and trustees
• Deliver expert advice on CGT, IHT, trusts, succession planning, and wider wealth structuring
• Drive new business through your network and personal brand across London and the South East
• Develop and mentor a growing team of talented private client tax advisors
• Contribute to national strategy and help shape the future of the private client offering

Qualifications

• CTA/ACA qualified (or equivalent), with deep experience in private client tax advisory
• Proven ability to develop and retain high-value client relationships
• A strong profile in the Reading market — particularly among owner-managed businesses, family-run companies, and entrepreneurs
• Expertise in CGT, IHT, trusts, and family wealth planning
• Commercial, collaborative, and excited to be part of something growing and genuinely different

About the recruitment partner

This vacancy is being advertised by Advanced Resource Managers. ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission. ARM is an award-winning, multidisciplinary recruitment agency renowned for excellence in delivering contingency recruitment, permanent placements, and bespoke talent management solutions across IT, engineering, defence, and business sectors. Our expertise lies in supplying both mainstream and niche permanent and contract professionals to a diverse range of industries in the public and private sectors across UK and EMEA regions. Flexible and adaptable, ARM continuously innovates, driving first-class candidates and consistently surpassing client satisfaction targets.