Private Client Tax Partner

ARM Recruitment; Reading; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A progressive advisory firm in Reading is seeking a Private Client Tax Partner to lead client growth and deliver expert tax advice. The ideal candidate should have extensive experience in private client tax advisory, strong networking ability, and a commitment to mentorship. This hybrid role offers a chance to innovate and shape the future of private client services.

Qualifications

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

Responsibilities

• Lead and grow a high-quality portfolio of private clients.
• Deliver expert advice on CGT, IHT, trusts, succession planning.
• Drive new business through network and personal brand.

Skills

Client relationship development

Commercial acumen

Private client tax advisory expertise

Network building

Education

CTA/ACA qualification or equivalent

Job description

Private Client Tax Partner

Location: Reading (Hybrid working available)

Level: Partner

Client Base: Owner-Managed Businesses, Entrepreneurs, Trusts, HNWIs

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 [e-mail] 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.