Private Client Tax Partner

Advanced Resource Managers

Reading

On-site

GBP 70,000 - 100,000

Full time

14 days+

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Job summary

A forward-thinking firm seeks a Private Client Tax Partner in Reading. The role involves leading a portfolio of high-quality private clients, delivering expert tax advice, and driving business growth. Ideal candidates are CTA/ACA qualified with proven experience in tax advisory, well-networked, and excited by innovation. This is a unique opportunity to help shape a new practice area and contribute to a growing firm that values partnership and proactive client relations.

Qualifications

Proven ability to develop and retain high-value client relationships.
Deep experience in private client tax advisory.

Responsibilities

Lead and grow a high-quality portfolio of private clients.
Deliver expert advice on CGT, IHT, trusts, succession planning, and wider wealth structuring.
Drive new business through your network and personal brand.
Develop and mentor a growing team of private client tax advisors.
Contribute to national strategy and help shape future private client offerings.

Skills

CGT

IHT

trusts

succession planning

wealth structuring

client relationship management

Education

CTA/ACA qualified

Job description

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Senior Tax Consultant | 9 Years of Tax Recruitment Experience | Ex-KPMG

Private Client Tax Partner – Reading

Location: Reading (Hybrid working available)

Level: Partner

I'm working closely with a fast-growing, forward-thinking firm that’s redefining what private client advisory looks like. They’re now 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 in the capital—someone who understands how to win work, build meaningful relationships, and lead from the front.

The Role:

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

The Ideal Candidate:

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

Why This Role?

This firm is bold, agile, and culturally refreshing—eschewing tradition in favour of energy, innovation, and people-first thinking. If you're ready to lead a growing Reading presence, shape your own practice area, and work with clients who truly value partnership—this could be the perfect next step.

To discuss this opportunity further, please contact Christina Jezard on 023 9222 8240 or submit your CV in confidence to christina.jezard@arm.co.uk to arrange a confidential conversation.

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.

Seniority level