Private Client Tax Senior Director – Partner Designate

Fletcher George Financial Recruitment; Weybridge; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Senior Director to join their dynamic team in Weybridge. This senior leadership role offers a unique opportunity to shape the future of the private client function while working with a loyal portfolio of high-net-worth individuals and family estates. The position emphasizes a balanced mix of advisory and compliance work, allowing you to provide high-level strategic tax advice and drive business development. With a clear path to equity partnership and a supportive leadership team, this role promises a collaborative environment where your expertise will flourish and make a significant impact.

Benefits

Competitive salary

Bonus scheme

Hybrid working

Referral scheme

Qualifications

• Significant experience in UK private client tax, trusts, and estate planning.
• Proven success in advisory roles with high-net-worth individuals.

Responsibilities

• Lead and grow the private client tax offering, managing an established portfolio.
• Deliver a mix of advisory and compliance work including complex tax planning.

Skills

UK private client tax experience

Advisory roles with HNWIs

Leadership skills

Trusts and estate planning

Education

CTA, ATT, ACA, or ACCA qualified

Job description

Private Client Tax Senior Director – Partner Designate, Weybridge, Surrey
£90,000 – £130,000 + benefits

Are you a senior Private Client Tax professional ready to take the next step towards Partnership?

We are recruiting a Private Client Tax Senior Director to join a thriving, 4-office Surrey-based firm of Chartered Accountants. This is a senior leadership position offering you the chance to shape the future of the private client function and work with a loyal, high-value portfolio of entrepreneurial clients, HNWIs, trusts, and family estates.

This is an advisory-led role with a clear path to equity partnership, supported by a collaborative leadership team and a forward-thinking firm culture.

Your Key Responsibilities

• Lead and grow the private client tax offering, managing an established portfolio of private clients and their families.
• Deliver a 50/50 mix of advisory and compliance work, including complex IHT and CGT planning, residence and domicile issues, and income tax matters.
• Provide high-level strategic tax advice to business owners, entrepreneurs, and family groups.
• Drive business development and raise the firm’s profile in the private client space.
• Coach and mentor a high-performing team, fostering a culture of learning and excellence.

What We’re Looking For

• CTA, ATT, ACA, or ACCA qualified with considerableUK private client tax experience, ideally including trusts and estate planning.
• Proven success in advisory roles with HNWIs and business owners.
• Strong leadership skills with the ability to develop both people and client relationships.
• Long-term commitment to becoming a Partner.
• Full right to work in the UK (sponsorship is not available for this role).

Why This Role Stands Out

• Genuine succession plan with a clear route to Partnership
• Work with loyal, long-standing clients in a varied advisory-led role
• Competitive salary of £90,000 – £130,000 + bonus and benefits
• Hybrid working and a modern, collaborative team environment
• Visible leadership and long-term firm growth

Interested?

For a confidential discussion, please contact Richard Perrott on 07706 577387 or email [e-mail].

Fletcher George is an inclusive, Surrey-based financial recruiter. We welcome applications from all qualified professionals and are committed to helping individuals thrive in their careers.

We are an accountancy and finance recruitment agency that acts as an employment agency.

Referral Scheme
Refer a friend or colleague and receive up to £500 in Amazon or John Lewis vouchers when we successfully place them. Visit our website for full details.