Private Client Services AD/Director

Your new company
This is your opportunity to join a forward-thinking accountancy and advisory firm that partners with the UK's most dynamic and fast-growing businesses. With a strong reputation for supporting entrepreneurial ventures and private clients, the firm offers a collaborative culture, global reach, and a commitment to helping clients-and colleagues-thrive in a changing world.

Your new role
As an Associate Director or Director within the Private Client Services team, you'll take the lead in managing a portfolio of high-net-worth individuals, families, and their associated structures. You'll provide strategic tax advice, oversee compliance, and build long-term relationships that position you as a trusted advisor. Your role will also involve mentoring junior team members, identifying new business opportunities, and contributing to the continued growth of the practice.

Key responsibilities include:

* Managing complex client portfolios and delivering tailored tax solutions
* Advising on succession planning, restructuring, and wealth preservation
* Overseeing billing, WIP, and client onboarding processes
* Building strong relationships with clients and intermediaries
* Leading projects and supporting the development of junior colleagues
* Ensuring compliance with quality and risk management standards

What you'll need to succeed
We're looking for someone who brings both technical expertise and a people-first mindset. You'll need:

* CTA and/or ACA qualification (or equivalent)
* Strong experience advising high-net-worth individuals and their families
* A deep understanding of UK tax legislation and wealth structures
* Proven ability to manage client relationships and spot growth opportunities
* Confidence in networking and representing the firm in the market
* Leadership skills with a passion for mentoring and developing others

What you'll get in return
This role offers more than just a title-it's a platform for long-term growth. You'll benefit from:

* Flexible, agile working arrangements
* Direct access to senior leadership and a clear career path
* A supportive, inclusive culture that values individuality
* Modern collaboration spaces and continuous learning opportunities
* Recognition for your contributions and the freedom to shape your future

What you need to do now
If you're ready to lead, inspire, and make a lasting impact in private client advisory, we'd love to hear from you. Apply today and join a team where your expertise will be valued, your ideas welcomed, and your career ambitions supported.

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