CrawlJobs Logo

Private Client Director

https://www.douglas-scott.co.uk Logo

Douglas Scott

Location Icon

Location:
United Kingdom , London

Category Icon
Category:
Legal

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

An award winning, top 200 law firm is currently searching for a Private Client Director to join their Central London office.

Job Responsibility:

  • Oversee all aspects of Wills and Probate work
  • Assist with casework across a variety of Wills, Probate, and Lasting Powers of Attorney matters, including estate administration, probate applications, trust establishment, inheritance tax advice, Court of Protection matters, will contests, and tax liability settlements
  • Report directly to the Board and work collaboratively to achieve performance goals
  • Supervise a team of solicitors, trainee solicitors, and paralegals handling private client matters
  • Manage a caseload with a range of complexities, ensuring quality and timeliness
  • Meet with clients, gather instructions, and prepare case files
  • Handle correspondence and maintain accurate time-costing records
  • Conduct probationary reviews for new staff and perform monthly file reviews, ensuring prompt follow-up on required actions
  • Ensure compliance with file management and organisation standards

Requirements:

  • Proven experience in team management and working towards key performance indicators (such as chargeables and billing)
  • In-depth knowledge and experience in Wills and Probate work, with the capability to handle privately funded cases
  • 5+ years PQE (Post-Qualification Experience)
  • Must hold a valid, clean Practising Certificate at the time of application
  • Professional and proactive, with strong client care skills, the ability to manage client matters sensitively, and resolve complex issues
  • Excellent networking and communication skills, with the ability to effectively market the firm and attract new business
  • Strong analytical and organisational abilities
  • Capable of working independently and exercising sound judgement
  • Proficient in IT, with familiarity in Microsoft Office applications and document management systems
What we offer:
  • Hybrid working/ flexible working arrangements
  • Bonus scheme
  • Salary reviews

Additional Information:

Job Posted:
May 21, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Douglas Scott - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Private Client Director

Legal Director - Private Client

We have a fabulous opportunity for an experienced and highly motivated Private C...
Location
Location
United Kingdom , Leicester or Nottingham
Salary
Salary:
Not provided
shma.co.uk Logo
Shakespeare Martineau
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 10 years PQE
  • Solicitor or FCILEx qualification
  • Good solid background in all areas of private client work including the production of Trust and Estate Accounts and Tax Returns
  • Developed a particular strength and reputation in the work area demonstrating technical excellence
  • Commercially aware with strong business development skills
  • Excellent written and verbal communication skills
  • Self-starter able to demonstrate high levels of initiative and motivation
  • Willing to work closely with other team members
  • Demonstrable track record of managing assigned tasks in an assertive, efficient and timely manner with excellent attention to detail
  • Able to multitask and keep calm under pressure
Job Responsibility
Job Responsibility
  • Provide high-quality private client advice on inheritance tax and succession planning
  • Prepare Balfour type reviews of businesses to ascertain trading status and advise on improvements
  • Draft wills, trusts, letters of wishes and powers of attorney including business powers of attorney
  • Develop and maintain good client relationship skills
  • Supervise and mentor junior Solicitors
  • Participate in the growth and development of the department/firm by attracting additional business
  • Undertake legal research to ensure accuracy of advice and procedures
  • Support internal procedures and systems including file/case management and time recording
  • Work without significant supervision
  • Work outside normal office hours from time-to-time
What we offer
What we offer
  • Agile working
  • Blended approach to where and how we work
  • Fulltime
Read More
Arrow Right

Private Client Director

About the Role The Role: Manage your own portfolio and contribute to the efficie...
Location
Location
United Kingdom , Gloucester
Salary
Salary:
75000.00 - 105000.00 GBP / Year
accountancyrecruiters.com Logo
The Accountancy Recruiters
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CTA / ACA / ACCA / ATT qualified
  • Exposure to multiple sectors would be advantageous
  • Previous experience in personal/private client Tax or Mixed Tax within a similar role in a practice environment is essential
  • Strong technical knowledge and the ability to conduct research in complex areas of tax legislation
Job Responsibility
Job Responsibility
  • Manage your own portfolio and contribute to the efficient running of your section, including workflow planning
  • Bring in new opportunities and work for the team
  • Achieve revenue and profitability targets
  • Foster enduring client relationships
  • Develop and inspire their talented professionals
  • Provide a range of Tax services, overseeing a private client portfolio with a focus on personal tax, including compliance and advisory work
  • Identify tax-sensitive expenditure and broader tax-related issues
  • Collaborate with clients to address inquiries and resolve queries
  • Coordinate with internal departments to ensure deadlines are met, and oversee client portfolios to meet regulatory deadlines
  • Assist in managing the team, conducting appraisals, providing coaching, and fostering skill and knowledge development. Continually improve the quality and delivery of work
  • Fulltime
Read More
Arrow Right

Private Client Tax Associate Director

This is a fantastic opportunity to join a highly regarded and dynamic team, offe...
Location
Location
United Kingdom , London
Salary
Salary:
85000.00 - 110000.00 GBP / Year
https://crowewatson.co.uk/ Logo
Crowe Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CTA qualified (or equivalent)
  • Strong experience in private client tax advisory
  • Excellent communication and client-facing skills
  • Proven leadership or supervisory experience
  • Must have a minimum of 5 years previous experience working within a UK Practice environment
  • A commercial and strategic mindset
Job Responsibility
Job Responsibility
  • Managing a portfolio of high-net-worth individuals, trusts, and estates
  • Providing high-level tax planning and advisory services
  • Supporting Partners in business development and client relationship management
  • Leading and mentoring junior members of the Private Client Tax team
  • Reviewing complex tax computations and returns
  • Keeping up to date with changes in tax legislation and HMRC guidelines
What we offer
What we offer
  • Flexible working
  • Strong company pension scheme
  • Comprehensive benefits package
  • Fulltime
Read More
Arrow Right

Private Client Tax Associate Director

Are you an experienced Private Client Tax professional looking for the next step...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
75000.00 - 105000.00 GBP / Year
https://crowewatson.co.uk/ Logo
Crowe Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CTA/ACA/ATT qualified (or equivalent)
  • Strong technical knowledge of private client tax matters, including advisory experience
  • Proven leadership and client management skills
  • Must have a minimum of 6 years previous experience working within a UK Practice environment
  • Excellent communication skills, with the ability to explain complex tax matters clearly
Job Responsibility
Job Responsibility
  • Provide expert private client tax advisory services to a diverse portfolio of clients
  • Lead and develop a team of tax professionals, providing mentorship and technical guidance
  • Manage client relationships, ensuring high standards of service and compliance
  • Identify and implement tax planning opportunities for high-net-worth individuals
  • Support business development activities and contribute to the firm's growth strategy
What we offer
What we offer
  • flexible working
  • company pension
  • Fulltime
Read More
Arrow Right

Private Client Tax Associate Director

Our client, a leading firm of Chartered Accountants in Edinburgh, is seeking a t...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
70000.00 - 100000.00 GBP / Year
https://crowewatson.co.uk/ Logo
Crowe Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CTA/ACA/ACCA qualified (or equivalent)
  • Significant experience in private client tax advisory within a senior role
  • Strong technical knowledge of UK tax legislation and planning
  • Must have a minimum of 5 years previous experience working within a UK Practice environment
  • Excellent communication and relationship management skills
  • A proactive, strategic mindset with a commercial approach to client service
Job Responsibility
Job Responsibility
  • Provide strategic tax planning and advisory services to high-net-worth individuals, trusts, and business owners
  • Lead and manage a portfolio of private clients, ensuring exceptional client service and compliance
  • Develop and mentor junior team members, fostering a culture of continuous learning and development
  • Identify new business opportunities and contribute to the firm’s growth strategy
  • Stay up to date with legislative changes and ensure clients receive proactive tax advice
What we offer
What we offer
  • flexible working
  • company pension
  • Fulltime
Read More
Arrow Right

Private Client Tax Associate Director

This is a fantastic opportunity offering flexible working, a strong company pens...
Location
Location
United Kingdom , Guildford
Salary
Salary:
75000.00 - 95000.00 GBP / Year
https://crowewatson.co.uk/ Logo
Crowe Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CTA and/or ACA/ACCA qualified (or equivalent)
  • Proven experience in private client tax advisory and compliance
  • Strong technical knowledge of UK personal tax legislation
  • Excellent communication and client relationship skills
  • Must have a minimum of 5 years previous experience working within a UK Practice environment
Job Responsibility
Job Responsibility
  • Managing a portfolio of private client tax clients, ensuring compliance and advisory needs are met
  • Leading and delivering complex tax planning and advisory projects
  • Supporting and mentoring junior staff members within the team
  • Building strong relationships with clients, providing a high level of service
  • Working closely with Partners on business development initiatives
What we offer
What we offer
  • flexible working
  • strong company pension
  • Fulltime
Read More
Arrow Right

Private Client Tax Director

Crowe Watson Recruitment is pleased to be supporting a highly respected and forw...
Location
Location
United Kingdom , Plymouth
Salary
Salary:
80000.00 - 110000.00 GBP / Year
https://crowewatson.co.uk/ Logo
Crowe Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CTA and/or ACA/ACCA qualified (or equivalent)
  • Extensive experience in personal tax compliance and advisory services
  • Strong leadership, interpersonal, and client relationship management skills
  • Excellent technical knowledge and commercial awareness
  • Must have a minimum of 5 years previous experience working within a UK Practice environment
Job Responsibility
Job Responsibility
  • Managing a portfolio of private clients, including high-net-worth individuals and trusts
  • Providing comprehensive tax planning and advisory services
  • Reviewing compliance work and overseeing the delivery of high-quality client service
  • Supporting the Partners with strategic initiatives and business development activities
  • Leading, mentoring, and developing junior members of the tax team
What we offer
What we offer
  • flexible working
  • competitive company pension scheme
  • comprehensive range of additional benefits
  • Fulltime
Read More
Arrow Right

Private Client Tax Associate Director

Are you a tax professional looking for a senior role with a leading firm of Char...
Location
Location
United Kingdom , Glasgow
Salary
Salary:
70000.00 - 95000.00 GBP / Year
https://crowewatson.co.uk/ Logo
Crowe Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CTA/ACA/ATT qualified or equivalent experience
  • Proven experience in private client tax advisory at a senior level
  • Strong technical knowledge of UK tax legislation
  • Excellent communication and leadership skills
  • Must have a minimum of 6 years previous experience working within a UK Practice environment
Job Responsibility
Job Responsibility
  • Lead and manage private client tax advisory projects, ensuring high-quality service delivery
  • Provide strategic tax planning advice to high-net-worth individuals, business owners, and trusts
  • Review complex tax compliance work and offer technical guidance to junior team members
  • Build and maintain strong client relationships, identifying opportunities for additional services
  • Keep up to date with tax legislation and ensure compliance with regulatory requirements
What we offer
What we offer
  • flexible working
  • company pension
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy