Private Client Advisory Director

Taxation; Blackburn; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A trusted independent firm in Blackburn is seeking a highly motivated Private Client Advisory Director. In this leadership role, you will manage a portfolio of high-net-worth clients, provide tailored tax advisory services, and mentor compliance teams. The firm offers career growth opportunities, flexible hybrid working, and a commitment to diversity. If you have exceptional technical skills and a client-focused approach, we want to hear from you!

Benefits

Continuous training and CPD support

Flexible hybrid working arrangements

Emphasis on work-life balance

Qualifications

• Exceptional technical tax skills and client-focused approach.
• Experience managing high-value advisory and compliance matters.
• Ability to lead and mentor teams while ensuring knowledge sharing.

Responsibilities

• Lead a portfolio of private clients ensuring personalized tax and advisory services.
• Deliver tailored advice on Income Tax, CGT, IHT, succession planning, and trust structures.
• Manage and mentor compliance teams while fostering development.
• Ensure accurate personal tax compliance filings and high-quality advisory projects.
• Contribute to local business development and maintain commercial awareness.

Skills

Client Relationships

Tax Planning Expertise

Leadership

Technical Oversight

Business Development

Job description

Private Client Advisory Director – Bolton / Blackburn

Join Our Client’s Respected and Growing Firm

We are excited to present an exceptional opportunity for a highly motivated and experienced Private Client Advisory Director to join our client, a trusted and dynamic independent firm with offices in Blackburn and Bolton. With a proven reputation for building long-term relationships with high-net-worth individuals, business owners, and family enterprises, this is your chance to step into a leadership role within a collaborative and supportive environment.

Key Skills and Responsibilities

• Client Relationships: Lead a portfolio of private clients, including high-net-worth individuals, entrepreneurs, and family-run businesses, ensuring a personalised approach to tax and advisory services.
• Tax Planning Expertise: Deliver tailored advice across areas such as Income Tax, CGT, IHT, succession planning, and trust structures.
• Leadership: Manage and mentor compliance teams while fostering technical development and knowledge-sharing initiatives.
• Technical Oversight: Ensure accurate and timely personal tax compliance filings and maintain a high standard across advisory projects.
• Business Development: Contribute to local business development while maintaining commercial awareness and building long-term client partnerships.

Why Join Our Client?

• Work within a highly respected firm committed to client service excellence.
• Opportunity for career growth and development with continuous training and CPD support.
• Flexible hybrid working arrangements and emphasis on work-life balance.

If you have exceptional technical tax skills, a client-focused approach, and a track record of managing high-value advisory and compliance matters, we want to hear from you! Contact Victoria Walker on 0161 5297 109 or email [e-mail].

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.