Private Client Tax Director - Family Office

Private Client Tax Director - Family Office

Location: Central London / Hybrid (~50% office-based)

Salary: £100,000 - £130,000 + Benefits

The Private Client Tax Director Opportunity

Are you a Private Client Tax Senior Manager ready for the next step towards Partnership, or an established Director looking to join a growing specialist team?

I am working with a leading Top 10 accountancy and tax advisory firm in Central London to appoint a Private Client Tax Director into its specialist Trust & Family Office practice.

This is a technical, advisory-focused role working directly alongside a highly respected Trust Partner. You will advise HNW/UHNW families, family offices, trustees, and international wealth structures, with approximately 50% of the team's portfolio involving non-UK and offshore matters.

The wider Private Client division numbers around 70 professionals. It offers the ideal balance: the technical profile and complex client base of a top-tier firm, combined with an agile, collaborative culture free from Big 4 bureaucracy.

The Private Client Tax Director Role

• Client Leadership: Lead a high-quality portfolio of HNW/UHNW clients, family offices, and complex trust structures.
• Advisory Delivery: Provide high-level technical advice across IHT, trust taxation, estate planning, offshore holding structures, and cross-border planning.
• Practice Growth: Work alongside Partners to develop existing client relationships and identify new advisory opportunities across the market.
• Portfolio & Team Management: Oversee portfolio economics (billing, WIP, resourcing) while mentoring Senior Managers and junior team members.
• Strategic Input: Play an active role in shaping the commercial direction and growth of the Trust & Family Office team.

What We Are Looking For

• ACA, CTA, or STEP qualified with substantial post-qualification experience in a reputable practice environment.
• Deep technical expertise in private client tax, with specialist knowledge in trust taxation, IHT, and estate planning.
• Exposure to non-UK resident/domiciled clients, international trusts, or cross-border structures is highly desirable.
• Proven ability to build trusted client relationships, delegate effectively, and mentor rising talent.
• Currently operating at Senior Manager or Director level, with the capability and drive to progress towards Partnership.

Why Consider This Role?

• Sophisticated Work: High exposure to complex international trust structures, multi-generational wealth, and family office advisory.
• Direct Partner Access: Work alongside market-leading specialists in a close-knit team with zero internal politics.
• True Collaboration: Join a connected 70-person division where private client teams co-advise rather than work in silos.
• Realistic Route to Partner: Structured mentorship and personal coaching tailored to help you plot your path to Partner.
• Modern Working Culture: Genuine hybrid setup (~50% office presence) with flexible core hours.

Package & Benefits

• Base Salary: £100,000 - £130,000 (dependent on experience)
• Bonus: Annual performance-related bonus
• Benefits: 30 days annual leave (+ bank holidays & buy/sell option), Private Medical Insurance, Permanent Health Insurance, 4x Life Assurance, Group Personal Pension, and flexible benefits portal.

Interested in a Confidential Conversation?

If you are evaluating your route to Partner or looking for a more dynamic, advisory-led platform, I would be glad to talk you through the firm and role in more detail.

Kate Green

Specialist Private Client Tax Recruitment

Email: kate.green@pro-tax.co.uk

Phone: 07580 216 907

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.