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Private Client Tax Director

Walker Lovell - Birmingham, England

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Job Description

OverviewJoin a growing private client advisory team within a respected Midlands accountancy and advisory firm. With significant advisory work already being generated across the business, this role offers the opportunity to build client relationships, lead complex advisory work and further develop the private client offering.Package / BenefitsSenior leadership package reflecting experience and scopePerformance-linked discretionary bonus30 days holiday plus bank holidaysPrivate healthcareHybrid working - minimum two days in the officeModern offices across Birmingham, Derby and NottinghamWhy this businessThis is a well-established UK advisory and accountancy practice supporting entrepreneurs, owner-managed businesses and high-net-worth individuals across the Midlands. As part of a globally recognised professional network, the firm combines strong regional relationships with international reach.Private client advisory is a key growth area for the firm. The team already advises a wide portfolio of directors, shareholders, family businesses and trusts, with strong client demand creating the need for additional senior leadership within the practice.You will work alongside an established Private Client Director who is generating significant advisory work across the region, providing a strong platform to build your own client relationships and expand the offering further.What you’ll be doingLead private client tax advisory work for high-net-worth individuals, entrepreneurs and trustsDevelop trusted relationships with directors, shareholders and family-owned businessesIdentify and deliver tax planning opportunities across wealth, succession and estate planningCollaborate with partners and wider advisory teams to drive cross-service growthWhat you’ll bringExtensive private client tax advisory experience within a UK accountancy practiceStrong experience advising high-net-worth individuals, entrepreneurs and trustsCommercial mindset with the ability to develop client relationships and advisory opportunitiesCTA qualified, with STEP qualification advantageousWho this suitsYou are a commercially minded private client specialist looking for greater autonomy and influence than your current role offers. You enjoy building long-term client relationships and want the opportunity to play a visible role in developing a growing advisory practice within a firm that values collaboration and long-term growth.Apply now for a confidential conversation with Walker Lovell. #J-18808-Ljbffr

Created: 2026-04-04

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