via reed · 19 June 2026 ·2 days ago

Private Client Tax Director

Pure Resourcing Solutions
Bury St. Edmunds Full-time GBP 65,000 – 90,000
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Private Client Tax Director

We are seeking an experienced Private Client Tax Director to provide strategic leadership across complex personal tax planning and compliance. This is a senior role with responsibility for significant client relationships, business development, and the leadership and development of a high-performing private client tax team.

You will be a trusted adviser to high-net-worth individuals and family groups, delivering exceptional client service while driving growth, innovation and operational excellence across the service line.

Key Responsibilities:

Client Leadership • Lead and develop long-term relationships with key private clients, acting as principal adviser on complex tax matters

  • Anticipate client needs by understanding legislative, commercial and market trends

  • Deliver consistently high levels of client satisfaction and service quality

  • Lead cross-service line collaboration to deliver joined-up solutions

  • Manage client issues and complaints professionally and proactively

Technical Excellence • Take the lead on complex private client tax compliance and advisory assignments
  • Take ultimate responsibility for technical approach, risk assessment, fee setting and delivery

  • Act as a recognised technical expert and point of escalation within the team

  • Ensure quality standards exceed minimum requirements through strong governance and training

  • Maintain a broad understanding of other service lines and identify opportunities outside your core discipline

Business Growth & Commercial Management • Build and grow a significant client portfolio, driving sustainable fee and revenue growth
  • Identify and pursue new business opportunities through networking and referrals

  • Lead pricing strategy, minimum fee compliance and RRR reviews

  • Articulate clear value propositions to support service expansion and cross-selling

  • Evaluate growth initiatives based on commercial viability, cost and benefit

Leadership & People Development • Provide clear direction and inspirational leadership to senior managers and wider teams
  • Foster a collaborative, inclusive and high-performance culture

  • Support career development, succession planning and talent retention

  • Empower and delegate effectively while maintaining oversight and accountability

  • Address underperformance constructively through coaching, training and formal processes

Operational Excellence & Efficiency • Manage complex workloads across multiple regions, ensuring delivery to time and budget
  • Lead digital transformation and smarter-working initiatives within the team

  • Continuously review processes to improve efficiency, quality and scalability

  • Use data and KPIs to inform decisions and drive continuous improvement

About You • Recognised technical expert in private client taxation
  • Strong commercial acumen with a proven track record of fee growth

  • Confident leader with experience managing and developing senior professionals

  • Strategic thinker with the ability to influence and challenge constructively

  • Committed to high ethical standards, professionalism and continuous improvement

Qualifications • ATT, CTA, ACA, ACCA, CA (or qualified by experience)
Why Apply? This is an opportunity to play a strategic leadership role within a growing private client tax practice, with real influence over client relationships, team development and the future direction of the service line.

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