Private Client Tax Director (Advisory) - #2195939

Are you an experienced private client tax adviser ready to step into a senior leadership role in Birmingham? A leading firm of Chartered Accountants is looking for a Private Client Tax Director (Advisory) to head up a varied portfolio of high net worth clients, offering flexible working, a company pension, and much more. As Private Client Tax Director, you will lead complex advisory projects for high net worth individuals, families, entrepreneurs and trustees, covering inheritance tax planning, capital gains tax, trusts and estates, succession planning, and residence and domicile matters. You will work closely with the Partners to grow the private client tax offering in Birmingham and the wider West Midlands, building lasting relationships with clients and professional contacts along the way.

Crowe Watson Recruitment, a trusted specialist in accountancy practice recruitment with an excellent reputation for matching talented tax professionals with outstanding firms across the UK, is proud to be partnering with the firm on this appointment. This is a superb opportunity for a Private Client Tax Director, or an ambitious Senior Manager ready for the next step, to join a highly regarded firm with a clear route to further progression. You will be part of a supportive and collaborative tax team where your technical expertise is valued, your ideas are heard, and your career development is taken seriously.

What is the day-to-day of the role:

• Lead private client tax advisory projects for a portfolio of high net worth clients
• Advise on inheritance tax, capital gains tax, trusts, estates and succession planning
• Build and maintain strong relationships with clients and professional intermediaries
• Drive business development and identify new advisory opportunities
• Mentor, manage and develop members of the private client tax team

Required Skills and Qualifications:

• Previous experience working within a UK Practice environment
• CTA qualified (ACA, ACCA, ICAS or STEP also advantageous)
• Strong technical knowledge of UK private client tax advisory
• Proven track record of managing and growing a client portfolio
• Excellent communication and leadership skills

Benefits:

• Flexible working arrangements
• Company pension
• Clear route to further progression
• Supportive, collaborative team where your career development is taken seriously

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

Unfortunately, we are unable to assist with sponsorship for this role.