Senior Private Client Tax Director | Hybrid & Bonus

Walker Lovell; Birmingham; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Senior leadership package

Performance-linked bonus

30 days holiday

Private healthcare

Hybrid working

Job summary

A leading Midlands accountancy firm is seeking a private client tax advisor to lead advisory work for high-net-worth individuals and trusts. This role emphasizes building client relationships and identifying tax planning opportunities. Candidates should have extensive advisory experience and relevant qualifications. With a hybrid work model and significant growth prospects, this position offers autonomy and the chance to develop a growing advisory practice.

Qualifications

• Extensive private client tax advisory experience within a UK accountancy practice.
• Strong experience advising high-net-worth individuals, entrepreneurs, and trusts.
• Commercial mindset with the ability to develop client relationships.

Responsibilities

• Lead private client tax advisory work for high-net-worth individuals.
• Develop trusted relationships with directors and shareholders.
• Identify tax planning opportunities across wealth and succession.

Skills

Private client tax advisory experience

Client relationship development

Tax planning

Commercial mindset

Education

CTA qualification

STEP qualification (advantageous)

Job description

A leading Midlands accountancy firm is seeking a private client tax advisor to lead advisory work for high-net-worth individuals and trusts. This role emphasizes building client relationships and identifying tax planning opportunities. Candidates should have extensive advisory experience and relevant qualifications. With a hybrid work model and significant growth prospects, this position offers autonomy and the chance to develop a growing advisory practice.