Private Client Director

This is a rare opportunity to become a key figure within one of the Midlands' most ambitious privately owned accountancy and business advisory firms, where decisions are made locally, relationships come first, and long-term growth is the priority. You'll join a highly respected Private Client team with a strong reputation in the market, working with an impressive portfolio of high-net-worth individuals, entrepreneurs, business owners, families and trustees.

As a trusted adviser, you'll help clients navigate some of the most important financial decisions they will make, from succession planning and wealth preservation to complex tax planning and estate matters. You'll have the opportunity to build deep, long-lasting relationships, providing strategic advice that delivers genuine value and peace of mind.

Beyond client work, you'll play an integral role in the continued growth of the team and wider business. Working closely with Partners and colleagues across the firm, you'll contribute to business development initiatives, identify opportunities to broaden client relationships and help shape the future direction of our Private Client offering in Birmingham.

As demand for our services continues to grow, we are investing in our Birmingham team and looking for an experienced Private Client Director to help us build on our success. This is an opportunity to join a thriving team, work with a high-quality client base, and play a visible role in developing one of the firm's key service lines.

Whether you're already operating at Director level or are a highly experienced Senior Manager ready to take the next step, this role offers the platform, support and autonomy to make a meaningful impact while advancing your career within a firm that genuinely invests in its people.

The Important Work You Will Be Doing:

• Managing a portfolio of high-net-worth individuals, business owners, entrepreneurs, trusts and estates

• Providing strategic tax planning and advisory services across a broad range of personal tax matters

• Advising clients on inheritance tax, capital gains tax, trusts, succession planning and wealth preservation strategies

• Supporting owner-managed businesses and their shareholders with tax-efficient planning throughout the business lifecycle

• Reviewing complex personal tax returns and ensuring compliance obligations are met to a high standard

• Building and maintaining strong relationships with clients, professional advisers and key stakeholders

• Identifying opportunities to provide additional services and supporting business development activity across the wider firm

• Working closely with Partners and colleagues across service lines to deliver joined-up client solutions

• Supporting and mentoring Managers and junior team members, contributing to their development and success

• Keeping up to date with changes in tax legislation and ensuring clients receive proactive advice

• Contributing to the continued growth and success of the Birmingham Private Client team

• Acting as a visible ambassador for the firm's brand, values and culture

The Skills and Experience You Will Bring: