Private Client Services AD/Director

Reference:

Job ID:

Posted:

Closing date:

Location: Birmingham

Salary: 60 - 100k + benefits (per annum)

Job type: Permanent

Working pattern: Full time

Industry: Accountancy Firms / Senior Finance Qualified

Company: Hays

Consultant: Julie Lawrance

Hays office: Birmingham — 3rd Floor, One Colmore Square,

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Your new company

This is your opportunity to join a forward-thinking accountancy and advisory firm that partners with the UK’s most dynamic and fast-growing businesses. With a strong reputation for supporting entrepreneurial ventures and private clients, the firm offers a collaborative culture, global reach, and a commitment to helping clients—and colleagues—thrive in a changing world.

Your new role

As an Associate Director or Director within the Private Client Services team, you’ll take the lead in managing a portfolio of high-net-worth individuals, families, and their associated structures. You’ll provide strategic tax advice, oversee compliance, and build long-term relationships that position you as a trusted advisor. Your role will also involve mentoring junior team members, identifying new business opportunities, and contributing to the continued growth of the practice.

Key responsibilities include:

• Managing complex client portfolios and delivering tailored tax solutions

• Advising on succession planning, restructuring, and wealth preservation

• Overseeing billing, WIP, and client onboarding processes

• Building strong relationships with clients and intermediaries

• Leading projects and supporting the development of junior colleagues

• Ensuring compliance with quality and risk management standards

What you'll need to succeed

We’re looking for someone who brings both technical expertise and a people-first mindset. You’ll need:

• CTA and/or ACA qualification (or equivalent)

• Strong experience advising high-net-worth individuals and their families

• A deep understanding of UK tax legislation and wealth structures

• Proven ability to manage client relationships and spot growth opportunities

• Confidence in networking and representing the firm in the market

• Leadership skills with a passion for mentoring and developing others

What you'll get in return

This role offers more than just a title—it’s a platform for long-term growth. You’ll benefit from:

• Flexible, agile working arrangements

• Direct access to senior leadership and a clear career path

• A supportive, inclusive culture that values individuality

• Modern collaboration spaces and continuous learning opportunities

• Recognition for your contributions and the freedom to shape your future

What you need to do now

If you’re ready to lead, inspire, and make a lasting impact in private client advisory, we’d love to hear from you. Apply today and join a team where your expertise will be valued, your ideas welcomed, and your career ambitions supported.