Private Client Tax Director

Private Client Tax Director

Birmingham based

This is a role for a private client tax leader who wants to build, not inherit.

A well‑established mid‑tier professional services firm is seeking a Private Client Tax Director to play a central role in shaping and growing its private client tax presence in Birmingham. With real backing from the wider business, this position offers the opportunity to develop a market‑leading regional offering while building a team aligned to your own vision.

The Role

You will take responsibility for leading and expanding the private client tax proposition in Birmingham, supported by established and highly regarded private client teams in neighbouring offices. While there is an existing client base, a significant and intentional element of the role focuses on business development, relationship‑building and raising the firm's profile across the region.

Crucially, this role offers the opportunity to grow and shape a team of your own, with autonomy over recruitment, development and long‑term structure as the practice evolves.

Key Responsibilities

• Acting as lead adviser to a portfolio of high‑net‑worth individuals, families, business owners and trusts
• Advising on income tax, CGT, inheritance tax, trusts, succession and estate planning
• Driving business development activity, including networking, referrals and collaborative initiatives
• Working closely with Partners and Directors across other offices to deliver joined‑up private client advice
• Identifying cross‑service opportunities and strengthening long‑term client relationships
• Building, mentoring and leading a Birmingham‑based private client tax team
• Providing technical oversight and strategic direction on complex advisory matters

About You

• Extensive experience in private client tax within a professional services environment
• Operating at Director level, or a Senior Manager ready to step into a leadership role with a strong BD focus
• CTA, ACA or equivalent qualification
• Commercial, entrepreneurial mindset with confidence to grow a regional offering
• Strong communicator who enjoys both client engagement and internal collaboration

Why Join?

• A genuine opportunity to build, lead and scale a private client tax practice
• Clear commitment to regional investment rather than maintaining the status quo
• Strong support from established private client teams in other UK locations
• Broad, advisory‑led private client work with minimal internal bureaucracy
• Hybrid working embedded as a norm, not a benefit

Apply

To apply, please submit your CV for consideration. Alternatively, if you would prefer an initial confidential discussion about the opportunity, you are welcome to get in touch for an informal chat.

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