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Private Client Tax Principal
Job in
London, Greater London, W1B, England, UK
Listed on 2026-03-11
Listing for:
Morgan McKinley
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Tax Advisor, Tax Manager
Job Description & How to Apply Below
The Role Manage and develop a portfolio of private clients including high-net-worth individuals, families, entrepreneurs and trustees. Provide technical expertise on a wide range of private client matters including inheritance tax, succession planning, trusts and estate planning. Lead advisory projects, particularly in areas such as multi-generational wealth planning and complex inheritance tax issues. Build and maintain strong relationships with clients, acting as a trusted adviser on their personal and business tax affairs.
Work closely with Partners and senior colleagues on complex technical and risk matters. Identify opportunities to provide additional services and contribute to the continued growth of the practice. Mentor and support junior team members, helping to develop their technical and professional skills. Lead projects of varying scale and complexity while ensuring work is delivered to a high technical standard. About You Strong technical knowledge of private client taxation, including trusts, estates and inheritance tax planning.
Experience advising high-net-worth individuals, families and wealth structures. Proven ability to manage a complex portfolio of clients and deliver high-quality advisory work. Strong relationship-building skills with the ability to act as a trusted adviser to clients. Experience supervising and mentoring junior team members. CTA and/or ACA qualified (or equivalent).
This role offers the opportunity to work on complex advisory projects for high-profile clients , with strong exposure to Partners and clear opportunities for career progression within a growing private client practice.
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