Open role
Private Client Tax Director
- Aggregated by CV-Library
- Suffolk
- Permanent
- Full Time
- £65,000 - £90,000 Per Annum
Job Description
Private Client Tax Director**
We are seeking an experienced Private Client Tax Director to provide strategic leadership across complex personal tax planning and compliance. This is a senior role with responsibility for significant client relationships, business development, and the leadership and development of a high‑performing private client tax team.
You will be a trusted adviser to high‑net‑worth individuals and family groups, delivering exceptional client service while driving growth, innovation and operational excellence across the service line.
Key Responsibilities:
Client Leadership
Lead and develop long‑term relationships with key private clients, acting as principal adviser on complex tax matters
Anticipate client needs by understanding legislative, commercial and market trends
Deliver consistently high levels of client satisfaction and service quality
Lead cross‑service line collaboration to deliver joined‑up solutions
Manage client issues and complaints professionally and proactivelyTechnical Excellence
Take the lead on complex private client tax compliance and advisory assignments
Take ultimate responsibility for technical approach, risk assessment, fee setting and delivery
Act as a recognised technical expert and point of escalation within the team
Ensure quality standards exceed minimum requirements through strong governance and training
Maintain a broad understanding of other service lines and identify opportunities outside your core disciplineBusiness Growth & Commercial Management
Build and grow a significant client portfolio, driving sustainable fee and revenue growth
Identify and pursue new business opportunities through networking and referrals
Lead pricing strategy, minimum fee compliance and RRR reviews
Articulate clear value propositions to support service expansion and cross‑selling
Evaluate growth initiatives based on commercial viability, cost and benefitLeadership & People Development
Provide clear direction and inspirational leadership to senior managers and wider teams
Foster a collaborative, inclusive and high‑performance culture
Support career development, succession planning and talent retention
Empower and delegate effectively while maintaining oversight and accountability
Address underperformance constructively through coaching, training and formal processesOperational Excellence & Efficiency
Manage complex workloads across multiple regions, ensuring delivery to time and budget
Lead digital transformation and smarter‑working initiatives within the team
Continuously review processes to improve efficiency, quality and scalability
Use data and KPIs to inform decisions and drive continuous improvementAbout You
Recognised technical expert in private client taxation
Strong commercial acumen with a proven track record of fee growth
Confident leader with experience managing and developing senior professionals
Strategic thinker with the ability to influence and challenge constructively
Committed to high ethical standards, professionalism and continuous improvementQualifications
ATT, CTA, ACA, ACCA, CA (or qualified by experience)Why Apply? This is an opportunity to play a strategic leadership role within a growing private client tax practice, with real influence over client relationships, team development and the future direction of the service line
We are seeking an experienced Private Client Tax Director to provide strategic leadership across complex personal tax planning and compliance. This is a senior role with responsibility for significant client relationships, business development, and the leadership and development of a high‑performing private client tax team.
You will be a trusted adviser to high‑net‑worth individuals and family groups, delivering exceptional client service while driving growth, innovation and operational excellence across the service line.
Key Responsibilities:
Client Leadership
Lead and develop long‑term relationships with key private clients, acting as principal adviser on complex tax matters
Anticipate client needs by understanding legislative, commercial and market trends
Deliver consistently high levels of client satisfaction and service quality
Lead cross‑service line collaboration to deliver joined‑up solutions
Manage client issues and complaints professionally and proactivelyTechnical Excellence
Take the lead on complex private client tax compliance and advisory assignments
Take ultimate responsibility for technical approach, risk assessment, fee setting and delivery
Act as a recognised technical expert and point of escalation within the team
Ensure quality standards exceed minimum requirements through strong governance and training
Maintain a broad understanding of other service lines and identify opportunities outside your core disciplineBusiness Growth & Commercial Management
Build and grow a significant client portfolio, driving sustainable fee and revenue growth
Identify and pursue new business opportunities through networking and referrals
Lead pricing strategy, minimum fee compliance and RRR reviews
Articulate clear value propositions to support service expansion and cross‑selling
Evaluate growth initiatives based on commercial viability, cost and benefitLeadership & People Development
Provide clear direction and inspirational leadership to senior managers and wider teams
Foster a collaborative, inclusive and high‑performance culture
Support career development, succession planning and talent retention
Empower and delegate effectively while maintaining oversight and accountability
Address underperformance constructively through coaching, training and formal processesOperational Excellence & Efficiency
Manage complex workloads across multiple regions, ensuring delivery to time and budget
Lead digital transformation and smarter‑working initiatives within the team
Continuously review processes to improve efficiency, quality and scalability
Use data and KPIs to inform decisions and drive continuous improvementAbout You
Recognised technical expert in private client taxation
Strong commercial acumen with a proven track record of fee growth
Confident leader with experience managing and developing senior professionals
Strategic thinker with the ability to influence and challenge constructively
Committed to high ethical standards, professionalism and continuous improvementQualifications
ATT, CTA, ACA, ACCA, CA (or qualified by experience)Why Apply? This is an opportunity to play a strategic leadership role within a growing private client tax practice, with real influence over client relationships, team development and the future direction of the service line