Are you an experienced Private Client Tax professional looking to specialise in succession planning and inheritance tax while helping shape the future of a growing private wealth practice?
A leading Top 10 accountancy and advisory firm is looking to appoint a Private Client Tax Principal to join its expanding London team. This is a senior advisory opportunity where you'll work closely with Partners, advising high-net-worth individuals, entrepreneurial families, business owners, trusts and family wealth structures on some of their most significant personal and commercial decisions. With a particular focus on Inheritance Tax, Succession Planning and Wealth Structuring, you'll lead technically complex advisory projects while helping to grow one of the firm's key strategic service lines.
The Opportunity
As a Principal, you'll take ownership of a sophisticated portfolio of private clients, acting as their trusted adviser on succession planning, wealth preservation and long-term tax strategy. You'll work directly with Partners on complex technical matters, lead multi-generational planning projects and play a key role in developing new client relationships across the wider private wealth market. This is an excellent opportunity for an experienced Senior Manager or Principal looking to combine technical advisory work with leadership, business development and genuine client ownership.
Key Responsibilities
- Manage a portfolio of high-net-worth individuals, entrepreneurial families, trusts and business owners.
- Lead complex succession planning and inheritance tax advisory projects for multi-generational family wealth structures.
- Advise on trusts, estates, wealth preservation and wider private client tax matters.
- Build long-term relationships with clients and their professional advisers, acting as a trusted strategic adviser.
- Work closely with Partners on complex technical matters, client strategy and risk management.
- Develop new business opportunities through networking, referrals and existing client relationships.
- Manage portfolio profitability, budgeting, resource planning and overall client service delivery.
- Support and mentor junior colleagues, helping to develop the next generation of Private Client specialists.
- Work collaboratively with colleagues across Tax and other advisory teams to deliver integrated client solutions.
About You
- CTA, ACA or an equivalent professional qualification.
- Significant experience advising high-net-worth individuals, families, entrepreneurs and trusts.
- Strong expertise in succession planning, inheritance tax and wealth structuring.
- Experience leading complex advisory projects involving trusts, estates and multi-generational wealth planning.
- A proven track record of managing client portfolios and developing trusted long-term relationships.
- Strong commercial awareness with experience identifying opportunities for business development.
- Experience mentoring and developing junior team members.
- Excellent communication skills with the confidence to engage senior clients, family offices and professional advisers.
Why Apply?
This is an opportunity to join one of the UK's leading Private Client Tax practices, working with an exceptional client base on some of the most technically interesting and commercially rewarding private wealth matters. You'll enjoy direct Partner exposure, genuine influence over the growth of the succession planning and inheritance tax offering, and a clear pathway for further progression within a collaborative and entrepreneurial team. If you're looking for a role that combines technical excellence, client leadership and the opportunity to help shape a growing private wealth practice, this is an outstanding next step in your career.
