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Permanent

Private Client Tax Principal

Insite Public Practice Recruitment Limited
London
money-bag £90000 Annual
Posted: 27 June 2026 (Yesterday)
Closing date: 27 July 2026
Ref: 3128992267

Private Client Tax Director - London (Hybrid)£90,000 - £110,000 + Bonus + BenefitsThe OpportunityA leading professional services firm is seeking a Private Client Tax Director to join its growing Private Wealth and advisory team. This is a senior leadership role focused on advising high-net-worth individuals, families, entrepreneurs, and trustees on complex tax and wealth structuring matters. The role is heavily advisory-led, with a strong emphasis on succession planning, inheritance tax, and trusts. You will act as a trusted adviser to clients, lead complex projects, and play a key role in shaping the continued growth of the private client offering. The firm offers a collaborative, partner-led environment with strong career development opportunities and a clear pathway for progression.Key ResponsibilitiesManage and advise a portfolio of high-net-worth individuals, families, and trusteesLead complex advisory work including succession planning, trusts, estates, and inheritance tax planningAct as primary client contact for key relationshipsSupport business development through networking and identifying new advisory opportunitiesOversee and deliver succession planning and multi-generational wealth structuring projectsManage client engagements including budgets, risk, billing, and deliveryLiaise with tax authorities and other professional advisersCollaborate with other internal teams and specialists to deliver integrated adviceMentor, train, and support junior staff and ..... full job details .....

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