Private Client Tax Leader: Estate & Wealth Planning

• Strategic leadership of the Private Client team, overseeing a diverse portfolio of high-value personal tax and estate planning clients.
• Driving tax advisory projects, identifying planning opportunities and leading the delivery of bespoke solutions for clients across income tax, capital gains tax, inheritance tax, trusts, and succession planning.
• Developing and expanding the Private Client offering, contributing to practice-wide strategy and growth initiatives.
• Acting as a senior point of contact for key clients, building long-term trusted advisory relationships and ensuring exceptional service delivery.
• Overseeing complex advisory assignments, including estate planning, lifetime wealth structuring, residence and domicile matters, and cross-border tax considerations.
• Mentoring and developing senior managers and trainees, supporting team capability building and fostering a culture of excellence.
• Financial oversight of the portfolio, including budgeting, forecasting, pricing, and profitability management.
• Contributing to business development, including networking, proposal preparation, and representing the practice in the market.

Requirements

• ACA, CTA, or equivalent professional qualification.
• Significant experience in Private Client Tax at Senior Manager, Director, or equivalent senior advisory level.
• Deep expertise in personal tax, estate planning, trusts, and high-net-worth advisory work.
• Proven track record of building and managing strong client relationships at a senior level.
• Demonstrable experience identifying and delivering tax planning opportunities.
• Strong leadership capabilities with the ability to mentor, influence, and inspire teams.
• Excellent commercial awareness with experience contributing to firmwide growth or service line development.
• A proactive, strategic mindset with the ability to deliver practical, solutions-focused advice.
• Strong organisational skills and confidence managing complex, multi-faceted assignments.

ATS Optimization Keywords
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Hard Skills

• personal tax
• estate planning
• trusts
• capital gains tax
• inheritance tax
• succession planning
• tax advisory
• financial oversight
• budgeting
• forecasting

Soft Skills

• strategic leadership
• client relationship management
• mentoring
• team capability building
• commercial awareness
• proactive mindset
• organisational skills
• influencing
• inspiring teams
• service delivery

Certifications & Qualifications

• ACA
• CTA