Full job descriptionAssociate Director – Private Client Services (Tax)
Reading | Hybrid | Senior Leadership Role
An outstanding opportunity has arisen to join a market-leading Private Client Services team within a major global advisory firm, based in Reading.
This is a senior leadership role within a highly regarded PCS practice advising an enviable portfolio of ultra-high-net-worth individuals, family offices, and privately owned entrepreneurial businesses with complex, often cross-border financial affairs.
You will join a growing and collaborative regional team working closely with national leadership, including senior partners across both regional offices and London. The team specialises in advising active, entrepreneurial wealth and is recognised for its technical depth and commercial approach.
In this role, you will take ownership of key client relationships while also driving the development of new business opportunities in the local market. You will play a central role in shaping client strategy, delivering high-quality advisory work, and ensuring the smooth running of compliance processes across your portfolio.
Alongside client delivery, you will contribute significantly to team leadership—mentoring and developing junior staff, supporting performance growth, and fostering a high-performance, collaborative culture. You will also be actively involved in business development initiatives, including client targeting, networking, and representing the practice at events.
The successful candidate will be CTA or ACA qualified (or equivalent), with substantial experience advising high or ultra-high-net-worth individuals in practice or a family office environment. Strong technical capability, commercial awareness, and a proven ability to build trusted client relationships are essential.
This is a high-impact role for someone ready to step further into leadership within a prestigious, fast-evolving private client environment.
If you’re looking to take the next step in your private client career at Associate Director level, we’d welcome your application for an initial, confidential conversation with our practice specialists.