Private Client Tax Director / Partner - technology focused

Private Client Tax Director / Partner - technology focused

A leading professional services firm is seeking an experienced Private Client Tax Director to join a high-performing and growing tax practice. This is a rare opportunity for a senior tax professional to step into a strategically important role with a clearly defined pathway to Partnership , working alongside an ambitious leadership team committed to the continued expansion of the business.

The firm advises a diverse portfolio of high-net-worth individuals, entrepreneurs, family offices, business owners, and international clients, delivering sophisticated tax planning and advisory services. With substantial investment being made across the business, particularly in digital transformation, data analytics, and AI-enabled tax solutions, this role offers the opportunity to help shape the future of private client services.

The Opportunity

As a Director, you will play a pivotal role in leading client relationships, driving business development, and supporting the growth of the private client practice. You will combine technical excellence with commercial leadership, acting as a trusted adviser to clients while helping to develop both the team and the service offering.

This position offers genuine influence, visibility with senior stakeholders, and a clear route towards Partnership for an individual who demonstrates leadership, commercial acumen, and a passion for building client relationships.

Key Responsibilities

• Lead a portfolio of high-net-worth individuals, families, entrepreneurs, and owner-managed business clients.
• Deliver complex tax planning and advisory projects across personal tax, succession planning, trusts, wealth structuring, and estate planning matters.
• Act as a strategic adviser and relationship lead for key clients.
• Identify and drive new business opportunities across the private client market.
• Work closely with Partners and leadership teams on strategic growth initiatives.
• Lead, mentor, and develop managers and senior tax professionals.
• Champion innovation by leveraging technology, automation, and AI-driven solutions to enhance client service delivery.
• Contribute to the development of new service offerings and market propositions.

About You

• CTA, ACA, ACCA, STEP, or equivalent professional qualification.
• Significant experience advising private clients on complex tax matters.
• Strong track record of managing and developing senior client relationships.
• Demonstrated success in business development and winning new work.
• Commercially minded with strong leadership capabilities.
• Passion for innovation and an interest in the evolving role of technology within professional services.
• Ambition to progress towards Partnership.

Why Join?

• A clear and realistic pathway to Partnership within a growing and ambitious business.
• Significant investment in technology, AI, and digital transformation, enabling advisers to focus on high-value client work.
• A collaborative and entrepreneurial culture where ideas are encouraged and achievements are recognised.
• Opportunity to influence the direction and growth of a successful private client practice.
• Access to an impressive and diverse client portfolio.
• Strong support from an experienced leadership team.
• Hybrid and flexible working arrangements.
• Highly competitive remuneration package with attractive performance-related rewards.

This is an exceptional opportunity for an established Private Client Tax Director or an ambitious Senior Manager looking to make the step into a leadership role with genuine long-term progression, strong investment in technology, and the opportunity to help shape the future of a growing tax practice.

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