Private Client Tax Partner

ARM Recruitment; Reading; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A leading firm in Reading is seeking a Private Client Tax Partner to lead growth in private client advisory services. This role involves managing a diverse portfolio of clients, delivering expert tax advice, and mentoring a team. The ideal candidate will be CTA/ACA qualified with a strong network and experience in private client tax advisory.

Qualifications

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

Responsibilities

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

Skills

Client Relationship Management

Tax Advisory

Wealth Structuring

Business Development

Education

CTA/ACA qualified

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 aPrivate Client Tax Partnerto 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.