Private Client Partner - Leading Practice, to £450k
My client is widely recognised as a leader in private client advisory, known for delivering outstanding service to high-net-worth individuals, family offices, and entrepreneurs. They are now looking for a Private Client Partner to join their highly reputable team-someone who combines technical excellence with strategic vision and a passion for growth.
The Role - Make an Impact
As a Private Client Partner at my client, you'll have the opportunity to shape the firm's private client tax offering, lead high-profile client engagements, and drive business development. This role is about leadership, influence, and delivering first-class solutions to a sophisticated client base.
What You'll Be Doing:
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Advising high-net-worth individuals on complex tax matters, including estate planning, trusts, and international tax.
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Leading the growth and development of the private client function, ensuring best-in-class service and technical expertise.
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Developing and expanding relationships with key clients, leveraging your market insight and network.
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Acting as a strategic leader, contributing to firm-wide initiatives and influencing future direction.
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Mentoring and growing a high-performing team, fostering a culture of excellence and innovation.
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Keeping ahead of legislative changes and market trends to provide proactive advice.
What My Client is Looking For:
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ACA/CTA qualified (or equivalent), with deep expertise in private client advisory.
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A proven track record in leadership, client development, and work-winning.
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Exceptional technical knowledge across inheritance tax, capital gains tax, trusts, domicile/residence, and succession planning.
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Strong commercial awareness, balancing client needs with business strategy.
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Outstanding relationship management skills, earning trust and confidence at the highest levels.
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An entrepreneurial mindset-someone who sees opportunities and drives growth.
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