Tax Director - Private Client & Advisory

Taxation; United Kingdom; Hybrid; GBP 120,000 - 180,000; Full time

Job summary

Taxation is seeking an experienced Tax Director to lead a broad range of UK personal tax compliance and advisory engagements for a boutique accountancy and advisory practice serving the asset management sector. You will act as a trusted adviser to high-net-worth individuals and management teams, with expert knowledge in carried interest, offshore funds, LLP partners, and owner-managed businesses.

The role features significant client contact, opportunities to shape the practice's future, and a

Qualifications

• CTA qualified with substantial UK private client tax experience.
• Strong technical knowledge with a pragmatic, client-focused approach.
• Proven track record delivering high-quality tax advisory work.

Responsibilities

• Manage a portfolio of high-net-worth and internationally mobile clients.
• Provide advice across UK personal tax matters including income tax, capital gains tax, residence, trusts, and remuneration structuring.
• Identify tax reliefs and deliver commercially focused solutions.
• Lead and review complex compliance engagements.
• Develop and maintain strong client relationships and contribute to business development.
• Mentor and develop junior members of the tax team.

Skills

Client advisory

Relationship building

Communication

Mentoring

Strategic thinking

Education

CTA qualified (or equivalent)

Tools

N/A

Job description

An exceptional opportunity has arisen for an experienced Tax Director to join a highly regarded boutique accountancy and advisory practice serving the asset management sector.

The firm advises a client base comprising fund managers, investment professionals, partners and senior executives, delivering bespoke tax and advisory services within a collaborative, partner-led environment.

The successful candidate will lead a broad range of personal tax compliance and advisory engagements, acting as a trusted adviser to high-net-worth individuals and management teams. Specific technical and practical experience of carried interest; investments in offshore funds; partners in LLPs; and owner managed businesses would be required. The role offers significant client contact, responsibility for developing key relationships, and the opportunity to contribute to the continued growth of the practice.

Key Responsibilities

• Managing a portfolio of high-net-worth and internationally mobile clients.
• Providing advice across a range of UK personal tax matters, including income tax, capital gains tax, residence, carried interest, trusts, succession planning and remuneration structuring.
• Identifying appropriate tax reliefs and delivering commercially focused solutions.
• Leading and reviewing complex compliance engagements.
• Developing and maintaining strong client relationships.
• Supporting business development initiatives and contributing to the growth of the practice.
• Mentoring and developing junior members of the tax team.

Candidate Profile

• CTA qualified (or equivalent) with substantial UK private client tax experience.
• Strong technical knowledge combined with a pragmatic, client-focused approach.
• Proven track record of delivering high-quality tax advisory work.
• Experience working with partners, senior executives, entrepreneurs, and investment professionals would be advantageous.
• Commercially minded with excellent communication and relationship-building skills.
• Ambitious and motivated by the prospect of helping shape the future of a growing practice.

The Opportunity

This role offers a genuine opportunity to influence the direction of the firm and build a long-term future within the business. For the right individual, there is a clear pathway to partnership and the chance to work closely with an established client base in the asset management community.