Private Client Tax Partner

Private Client Tax Partner – Trusts & Estate Planning

Location: City of London with hybrid working

Salary: Competitive + Excellent Benefits Package

Are you an experienced Private Client Tax professional looking to step into a leadership role at a prestigious Top 100 firm? We are seeking a highly skilled and strategic Private Client Tax Partner to join our dynamic team and drive the firm’s continued success in the areas of Trusts and Estate Planning.

Our firm is a recognised Top 100 practice with a reputation for delivering outstanding tax advisory and compliance services. We provide specialist advice to high-net-worth individuals, families, trustees, and business owners on a wide range of private client tax matters, including trusts, estates, inheritance tax planning, and succession strategies.

As a Private Client Tax Partner, you will play a key role in shaping the firm’s private client tax strategy, leading high-value client engagements, and mentoring a team of tax professionals. Your responsibilities will include:

• Providing high-level advisory services on trusts, estates, and inheritance tax planning.
• Building and maintaining long-term client relationships, ensuring exceptional service and tailored solutions.
• Driving business development initiatives to expand the firm’s private client offering.
• Collaborating with other departments to deliver integrated wealth and tax solutions.
• Managing and developing a team of private client tax specialists, fostering growth and expertise.
• Keeping up to date with legislative changes, ensuring compliance and advising clients accordingly.

To be successful in this role, you should have:

• Significant experience in private client tax advisory, with a strong focus on trusts and estate planning.
• A proven track record of business development and client relationship management.
• Professional qualifications: ATT, CTA, and STEP (or equivalent).
• At least 10 years of experience working in private client tax, with exposure to high-net-worth individuals and complex estates.
• Strong leadership skills, with the ability to mentor and develop a team.
• Excellent communication and commercial acumen, enabling you to deliver strategic advice to high-value clients.

What We Offer:

• A senior leadership role within a highly respected and growing firm.
• The opportunity to work with an impressive client portfolio in a collaborative environment.
• A clear pathway for career progression with opportunities to influence firm-wide strategy.
• Competitive remuneration and a comprehensive benefits package.

If you are ready to take on this exciting challenge, we would love to hear from you. Please submit your CV and a cover letter outlining your experience and suitability for the role.

Join us and be part of a firm that values expertise, innovation, and client excellence.