Private Client Tax Partner

Description:

Private Client Tax Partner

Location: London (Hybrid working available)

I'm working closely with a fast-growing, forward-thinking firm that’s redefining what private client advisory looks like. They’re now seeking a Private Client Tax Partner to spearhead growth in London, focusing on the entrepreneur-led mid-market, trusts, and capital taxes.

This is a stand-out opportunity for someone well-networked in the capital—someone who understands how to win work, build meaningful relationships, and lead from the front.

The Role:

• Lead and grow a high-quality portfolio of private clients—ranging from business owners and HNWIs to family offices and trustees
• Deliver expert advice on CGT, IHT, trusts, succession planning, and wider wealth structuring
• Drive new business through your network and personal brand across London and the South East
• Develop and mentor a growing team of talented private client tax advisors
• Contribute to national strategy and help shape the future of the private client offering

The Ideal Candidate:

• CTA/ACA qualified (or equivalent), with deep experience in private client tax advisory
• Proven ability to develop and retain high-value client relationships
• A strong profile in the Reading market-particularly among owner-managed businesses, family-run companies, and entrepreneurs
• Expertise in CGT, IHT, trusts, and family wealth planning
• Commercial, collaborative, and excited to be part of something growing and genuinely different