Private Client Services AD​/Director

Step Into a Leadership Role in Private Client Advisory Empower entrepreneurs, guide high-net-worth individuals 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.  4722768