Private Client Services AD/Director
JOB_53499314722768Job type
PermanentLocation
BirminghamWorking Pattern
Full-timeSpecialism
Senior Finance QualifiedIndustry
Accountancy FirmsPay
£60 - 100k + benefits
Step Into a Leadership Role in Private Client Advisory Empower entrepreneurs, guide high-net-worth individuals
Your new company
This is your opportunity to join a forward-thinking accountancy and advisory firm that partners with the UK’s most dynamic and fast-growing businesses. With a strong reputation for supporting entrepreneurial ventures and private clients, the firm offers a collaborative culture, global reach, and a commitment to helping clients—and colleagues—thrive in a changing world.
Your new role
As an Associate Director or Director within the Private Client Services team, you’ll take the lead in managing a portfolio of high-net-worth individuals, families, and their associated structures. You’ll provide strategic tax advice, oversee compliance, and build long-term relationships that position you as a trusted advisor. Your role will also involve mentoring junior team members, identifying new business opportunities, and contributing to the continued growth of the practice.
Key responsibilities include:
- Managing complex client portfolios and delivering tailored tax solutions
- Advising on succession planning, restructuring, and wealth preservation
- Overseeing billing, WIP, and client onboarding processes
- Building strong relationships with clients and intermediaries
- Leading projects and supporting the development of junior colleagues
- Ensuring compliance with quality and risk management standards
What you'll need to succeed
We’re looking for someone who brings both technical expertise and a people-first mindset. You’ll need:
- CTA and/or ACA qualification (or equivalent)
- Strong experience advising high-net-worth individuals and their families
- A deep understanding of UK tax legislation and wealth structures
- Proven ability to manage client relationships and spot growth opportunities
- Confidence in networking and representing the firm in the market
- Leadership skills with a passion for mentoring and developing others
What you'll get in return
This role offers more than just a title—it’s a platform for long-term growth. You’ll benefit from:
- Flexible, agile working arrangements
- Direct access to senior leadership and a clear career path
- A supportive, inclusive culture that values individuality
- Modern collaboration spaces and continuous learning opportunities
- Recognition for your contributions and the freedom to shape your future
What you need to do now
If you’re ready to lead, inspire, and make a lasting impact in private client advisory, we’d love to hear from you. Apply today and join a team where your expertise will be valued, your ideas welcomed, and your career ambitions supported.
Private Client Services AD/DirectorJOB_534993147227682025-10-152026-01-12
Talk to Julie Lawrance, the specialist consultant managing this position
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JOB_53499314722768