Private Client Tax Partner: Lead Private Wealth Growth

Advanced Resource Managers; Reading; On-site; GBP 70,000 - 100,000; Full time

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

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.