Join a growing private client advisory team within a respected Midlands accountancy and advisory firm. With significant advisory work already being generated across the business, this role offers the opportunity to build client relationships, lead complex advisory work and further develop the private client offering.

Package / Benefits

• Senior leadership package reflecting experience and scope
• Performance-linked discretionary bonus
• 30 days holiday plus bank holidays
• Private healthcare
• Hybrid working - minimum two days in the office
• Modern offices across Birmingham, Derby and Nottingham

Why this business

This is a well-established UK advisory and accountancy practice supporting entrepreneurs, owner-managed businesses and high-net-worth individuals across the Midlands. As part of a globally recognised professional network, the firm combines strong regional relationships with international reach.

Private client advisory is a key growth area for the firm. The team already advises a wide portfolio of directors, shareholders, family businesses and trusts, with strong client demand creating the need for additional senior leadership within the practice.

You will work alongside an established Private Client Director who is generating significant advisory work across the region, providing a strong platform to build your own client relationships and expand the offering further.

What you’ll be doing

• Lead private client tax advisory work for high-net-worth individuals, entrepreneurs and trusts
• Develop trusted relationships with directors, shareholders and family-owned businesses
• Identify and deliver tax planning opportunities across wealth, succession and estate planning
• Collaborate with partners and wider advisory teams to drive cross-service growth

What you’ll bring

• Extensive private client tax advisory experience within a UK accountancy practice
• Strong experience advising high-net-worth individuals, entrepreneurs and trusts
• Commercial mindset with the ability to develop client relationships and advisory opportunities
• CTA qualified, with STEP qualification advantageous

Who this suits

You are a commercially minded private client specialist looking for greater autonomy and influence than your current role offers. You enjoy building long-term client relationships and want the opportunity to play a visible role in developing a growing advisory practice within a firm that values collaboration and long-term growth.

Apply now for a confidential conversation with Walker Lovell.