Private Client Tax Director - Trust & Family Office

£100,000-£130,000 + bonus and excellent benefits | Central London | Hybrid (around 50% office-based)

A rare opportunity to work with some of the most sophisticated private wealth and family office clients in the market, while building a longer-term path towards Partnership.

I'm working with a leading Top 10 accountancy and tax advisory firm in Central London that is looking to appoint a Private Client Tax Director into its specialist Trust & Family Office team.

This is an opportunity for an experienced Private Client Tax Senior Manager ready to take the next step, or an established Director looking for a more specialist, advisory-led environment.

You'll work directly alongside a highly regarded Trust Partner, advising HNW and UHNW families, family offices, trustees and complex international wealth structures. The work has a significant international dimension, with approximately half of the team's portfolio involving non-UK and offshore matters.

The wider Private Client division comprises around 70 professionals, offering the technical depth and client quality of a leading practice, alongside a more agile and collaborative working environment.

The opportunity

This is a broad Director-level role combining complex technical advisory work, senior client relationships, team leadership and commercial responsibility.

You'll have the opportunity to:

• Lead key client relationships: Take responsibility for a portfolio of HNW and UHNW individuals, family offices, trustees and complex trust structures, acting as a trusted adviser.

• Deliver high-level advisory work: Advise on trust taxation, IHT, estate and succession planning, offshore holding structures and complex cross-border matters.

• Work on international wealth structures: Get involved in sophisticated planning for internationally connected families, including non-UK and offshore arrangements.

• Drive business growth: Work closely with Partners to develop existing relationships, identify new opportunities and strengthen the team's market presence.

• Lead and develop the team: Mentor Senior Managers and junior colleagues, delegate effectively and help develop the next generation of talent.

• Shape the practice: Take ownership of portfolio economics, including billing, WIP and resourcing, while contributing to the strategic direction of the Trust & Family Office team.

What they're looking for

• ACA, CTA or STEP qualified, with substantial post-qualification experience in a reputable accountancy or tax advisory practice.

• Strong technical expertise across private client tax, particularly trust taxation, IHT and estate planning.

• Experience advising HNW/UHNW individuals, trustees, family offices or complex wealth structures.

• Exposure to international clients, offshore trusts, non-UK residents or cross-border planning.

• Confident managing senior client relationships and taking ownership of commercial and portfolio responsibilities.

• Experience leading, mentoring and developing teams.

You'll ideally be operating at Senior Manager or Director level, with the technical capability, commercial awareness and ambition to progress towards Partnership.

Why consider this role?

• A genuinely specialist client base: Work with complex international trusts, multi-generational wealth and family office structures.

• Direct Partner exposure: Work closely with an established Trust Partner and have a visible role within the team.

• Influence and autonomy: Help shape the growth and direction of a specialist practice, rather than simply inheriting a set portfolio.

• A collaborative wider division: Join a 70-person Private Client team where specialists work together across disciplines.

• A route towards Partnership: Benefit from structured mentorship and individual coaching to support your longer-term progression.

• A flexible working culture: Around 50% office-based, with flexible core hours.

Package

• £100,000-£130,000 basic salary, depending on experience.

• Annual performance-related bonus.

• 30 days' annual leave, plus bank holidays, with the option to buy or sell leave.

• Private Medical Insurance.

• Permanent Health Insurance.

• Life Assurance at 4x salary.

• Group Personal Pension.

• Flexible benefits portal.

Interested in taking the next step?

Whether you're an established Senior Manager considering your move into a Director role, or a current Director looking for a more specialist platform and a credible route towards Partnership, I'd be very happy to have a confidential conversation.

You don't need to be actively looking to explore whether this could be the right next move. And if it's not quite right for you, referrals are always appreciated and rewarded.

Kate Green
Specialist Private Client Tax Recruitment
kate.green@pro-tax.co.uk | 07580 216 907

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