Private Client Tax Partner - Worcestershire

Clark Wood - Tax Recruitment; England; Hybrid; GBP 100,000 - 120,000; Full time

Job summary

A specialized recruitment firm based in the UK is seeking a Private Client Tax Partner to lead their Private Client Tax Services team in Worcestershire. This senior-level role offers a £100,000+ salary package, hybrid working options, and a clear pathway to equity partnership. The ideal candidate will possess extensive experience in trusts, inheritance tax, and strong leadership skills, making a significant impact on the firm's advisory services. This is a fantastic opportunity for tax professionals looking for growth and leadership in a supportive environment.

Benefits

Competitive salary package

Opportunity for equity partnership

Hybrid working options

Mentorship opportunities

Qualifications

• Extensive technical knowledge in private client taxation, including trusts and estate planning.
• CTA qualification required, STEP preferred.
• Proven ability to build and maintain client relationships.

Responsibilities

• Lead and manage private client tax advisory projects.
• Provide expert tax advice for high-net-worth individuals.
• Oversee review and signing of personal and trust tax returns.

Skills

Private client taxation

Leadership

Business development

Client relationship management

Inheritance tax expertise

Education

CTA qualification

STEP qualification

Job description

Private Client Tax Partner – Worcestershire

Salary: £100,000 – £120,000 | Independent Firm | Leadership & Advisory Focus

Clark Wood is partnering with a highly regarded independent firm of accountants in Worcestershire, seeking an experienced Private Client Tax Partner to lead and grow their Private Client Tax Services team. This is a senior-level opportunity for an ambitious tax professional with strong expertise in trusts, inheritance tax, and agricultural tax matters, looking to play a key role in shaping the firm’s advisory services and driving growth.

The Role

• Lead private client tax advisory projects, focusing on trusts, estates, inheritance tax planning, and agricultural clients
• Provide expert advice on complex client portfolios, including high-net-worth individuals and family businesses
• Oversee review and sign-off of personal and trust tax returns, ensuring technical excellence
• Advise on cross-border tax matters, HMRC enquiries, and offshore structures where required
• Drive business development initiatives to expand the firm’s advisory services and increase revenue
• Support and mentor senior tax professionals, fostering team development and leadership

The Candidate

• CTA qualified (STEP qualification desirable)
• Extensive technical knowledge in private client taxation, particularly trusts, estate planning, and agricultural tax
• Proven ability to develop and maintain high-level client relationships
• Commercially minded, with experience in business development and revenue growth
• Excellent leadership and communication skills, with a track record of managing and developing teams

The Benefits

• Competitive £100,000+ salary package, plus benefits
• Opportunity to shape and grow a high-performing Private Client Tax department
• Hybrid working options for flexibility
• Direct pathway to equity partnership opportunities
• Join a supportive, forward-thinking firm with ambitious growth plans

This is an exceptional opportunity for a Private Client Tax specialist seeking a senior leadership role within a respected independent firm.

For more information, contact Will Langdon at Clark Wood:

📧 [e-mail]

📞 07920 557121

#CWWL