Overview
Private Client Tax Principal Jobs in Aylesford, UK at Insite Public Practice Recruitment Limited
Private Client Tax Director – London (Hybrid) £90,000 – £110,000 Bonus Benefits The Opportunity A leading professional services firm is seeking a Private Client Tax Director to join its growing Private Wealth and advisory team. This is a senior leadership role focused on advising high-net-worth individuals, families, entrepreneurs, and trustees on complex tax and wealth structuring matters. The role is heavily advisory-led, with a strong emphasis on succession planning, inheritance tax, and trusts.
You will act as a trusted adviser to clients, lead complex projects, and play a key role in shaping the continued growth of the private client offering. The firm offers a collaborative, partner-led environment with strong career development opportunities and a clear pathway for progression.
Key Responsibilities Manage and advise a portfolio of high-net-worth individuals, families, and trustees Lead complex advisory work including succession planning, trusts, estates, and inheritance tax planning Act as primary client contact for key relationships Support business development through networking and identifying new advisory opportunities Oversee and deliver succession planning and multi-generational wealth structuring projects Manage client engagements including budgets, risk, billing, and delivery Liaise with tax authorities and other professional advisers Collaborate with other internal teams and specialists to deliver integrated advice Mentor, train, and support junior staff and contribute to their development Ensure compliance with internal quality and risk management procedures Identify opportunities to improve service delivery and develop new work streams Candidate Profile Strong technical knowledge of UK private client taxation Experience advising high-net-worth individuals, families, and trustees Proven expertise in succession planning, inheritance tax, trusts, and estates Experience managing a client portfolio and leading advisory projects Ability to supervise and develop junior team members Strong commercial awareness with experience identifying new opportunities CTA, ACA, or equivalent qualified Confident working with senior stakeholders and external advisers
Title: Private Client Tax Principal
Company: Insite Public Practice Recruitment Limited
Location: Aylesford, UK
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