Private Client Tax Principal

Salary :

£145,000 - 150,000 yearly

Company : Morgan Mckinley

Job Type : Full Time

London

Job Description - Private Client Tax Principal

A leading Top 10 accountancy practice is seeking an experienced Private Client Tax Principal to join its growing team in London.

This is an excellent opportunity to work with a diverse portfolio of high-net-worth individuals, families, entrepreneurs, trusts and owner-managed businesses, providing strategic tax advice across complex personal and wealth structures. The role offers significant client exposure and the opportunity to play a key role in delivering high-quality advisory services while supporting the growth of the wider private client practice.

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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Private Client Tax Principal

Job Description - Private Client Tax Principal

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