Private Client Tax Senior Director - Partner Designate

Private Client Tax Senior Director – Partner Designate, Weybridge, Surrey

£90,000 – £130,000 + benefits

Are you a senior Private Client Tax professional ready to take the next step towards Partnership?

We are recruiting a Private Client Tax Senior Director to join a thriving, 4-office Surrey-based firm of Chartered Accountants. This is a senior leadership position offering you the chance to shape the future of the private client function and work with a loyal, high-value portfolio of entrepreneurial clients, HNWIs, trusts, and family estates.

This is an advisory-led role with a clear path to equity partnership, supported by a collaborative leadership team and a forward-thinking firm culture.

Your Key Responsibilities

• Lead and grow the private client tax offering, managing an established portfolio of private clients and their families.
• Deliver a 50/50 mix of advisory and compliance work, including complex IHT and CGT planning, residence and domicile issues, and income tax matters.
• Provide high-level strategic tax advice to business owners, entrepreneurs, and family groups.
• Drive business development and raise the firm’s profile in the private client space.
• Coach and mentor a high-performing team, fostering a culture of learning and excellence.

What We’re Looking For

• CTA, ATT, ACA, or ACCA qualified with considerable UK private client tax experience, ideally including trusts and estate planning.
• Proven success in advisory roles with HNWIs and business owners.
• Strong leadership skills with the ability to develop both people and client relationships.
• Long-term commitment to becoming a Partner.
• Full right to work in the UK (sponsorship is not available for this role).

Why This Role Stands Out

• Genuine succession plan with a clear route to Partnership
• Work with loyal, long-standing clients in a varied advisory-led role
• Competitive salary of £90,000 – £130,000 + bonus and benefits
• Hybrid working and a modern, collaborative team environment
• Visible leadership and long-term firm growth

Interested?

For a confidential discussion, please contact Richard Perrott on or email .

Fletcher George is an inclusive, Surrey-based financial recruiter. We welcome applications from all qualified professionals and are committed to helping individuals thrive in their careers.

We are an accountancy and finance recruitment agency that acts as an employment agency.

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