Private Client Tax Partner - Reading

ARM Recruitment; Reading; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking a Private Client Tax Partner to lead growth in Reading. This role offers the chance to work with a diverse portfolio of clients, including business owners and family offices, while delivering expert advice on complex tax matters. The ideal candidate will have a strong network and a passion for building relationships, contributing to the firm's national strategy. With a focus on collaboration and innovation, this position provides the opportunity to shape your own practice area in a culturally refreshing environment. If you're ready to make an impact, this could be the perfect next step in your career.

Qualifications

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

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

Private Client Tax Advisory

Client Relationship Management

Wealth Structuring

Trusts Expertise

Capital Gains Tax (CGT)

Inheritance Tax (IHT)

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 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 arrange a confidential conversation.