Private Client Tax Director

Azets

Azets is seeking an experienced and commercially minded Private Client Tax Director to lead complex personal tax advisory and compliance work, manage key client relationships, and play a central role in the continued growth of the firm.

This is a senior leadership opportunity for a tax professional who combines technical excellence with commercial awareness, people leadership, and a passion for delivering exceptional client service.

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About the Opportunity

As Private Client Tax Director, you will provide strategic direction across a significant client portfolio, offering high-level advice on complex personal tax matters while ensuring the delivery of high-quality compliance and advisory services.

You will also be instrumental in developing the team, strengthening client relationships, identifying growth opportunities, and enhancing Azets’ market presence and reputation.

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Key Responsibilities

Client Leadership & Service Excellence

• Lead and strengthen relationships with key Azets clients.

• Build trusted, long-term partnerships by understanding both current priorities and future client needs.

• Identify and deliver service improvements that enhance the client experience.

• Lead cross-service line collaboration to provide a joined-up solution for clients.

• Maintain excellent client satisfaction, measured against relevant KPIs.

• Handle client concerns and complaints in line with Azets processes.

• Use a variety of influencing approaches to create strategic impact and positive outcomes.

Technical Expertise

• Act as a recognised technical expert in private client tax.

• Take ownership of complex compliance engagements and ad-hoc advisory work, including:

• approach

• fee setting

• risk assessment

• technical direction

• Ensure team members have the skills, knowledge, and behaviours needed to deliver accurate, high-quality work.

• Anticipate technical and regulatory changes and address capability gaps through:

• training

• talent planning

• resource allocation

• software planning

• Maintain broad awareness of other service lines and identify opportunities to support clients beyond your specialism.

• Drive standards that go beyond minimum quality expectations.

Business Growth & Commercial Impact

• Develop and grow your external network, converting relationships into new opportunities for both your team and Azets more broadly.

• Expand and develop your client portfolio, including:

• fee growth from existing services

• successful introduction of new services

• identification of cross-selling opportunities

• Assess the effectiveness of business development efforts and refine strategies where performance is below expectations.

• Understand the commercial realities of client engagements and work across service lines to align on fee-setting and fee growth.

• Clearly articulate the value proposition of the team’s service offering.

• Support and enforce minimum pricing initiatives and proactively contribute to RRR reviews.

Leadership & Team Development

• Set a clear direction for the team while balancing business priorities with people priorities.

• Foster a culture of trust, openness, collaboration, and accountability.

• Empower colleagues through effective delegation and meaningful development opportunities.

• Support the wider team’s career progression and future development planning.

• Identify underperformance or inefficiency and work with managers to implement appropriate solutions, including training and consultation support where needed.

• Help build and shape the team through active involvement in recruitment and resourcing.

Operational Effectiveness & Continuous Improvement

• Oversee assignments across local regions, ensuring delivery to agreed timelines and budgets.

• Continuously review departmental processes with a focus on:

• efficiency

• innovation

• smarter ways of working

• quality improvement

• Lead digital transformation and embed technology-driven improvements throughout the team.

• Use market insight, organisational data, and operational knowledge to identify efficiencies and drive improvement.

• Ensure effective use of time and resources, including purposeful meetings and clear outputs.

• Contribute to the development of Azets’ quality monitoring processes.

Strategic Contribution

• Work closely with fellow Directors and Partners on departmental strategy and future planning.

• Take ownership of specific strategic or operational areas within the department.

• Support integrated resource planning to maximise both team capability and revenue streams.

• Champion innovation, technological advancement, and change across the wider team.

• Help maintain a consistent and unified Azets brand, strategy, and set of values.

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What Success Looks Like

In this role, you will be a visible and respected leader who delivers results through strong client relationships, sound judgement, technical authority, and a collaborative leadership style.

You will help shape the direction of the service line while inspiring others, maintaining high standards, and driving commercial success.

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What We’re Looking For

Core Capabilities

Client Focus

• Deep understanding of client needs, challenges, and future priorities.

• Ability to make decisions that strengthen long-term client relationships.

• Strong track record in delivering high levels of client satisfaction.

• Confidence in leading strategic client conversations and influencing outcomes.

Commitment & Professionalism

• Proactive leadership aligned to business goals and plans.

• Ability to create and maintain a positive, high-performing team environment.

• Strong awareness of team wellbeing and morale.

• Consistent professionalism, integrity, and ethical leadership.

• Commitment to representing and strengthening the Azets brand.

Attention to Detail

• Drives quality and encourages the team to raise standards.

• Tracks quality issues and acts decisively to resolve them.

• Communicates expectations clearly, including objectives, deadlines, and outcomes.

• Balances thoroughness with commercial efficiency.

Efficiency & Innovation

• Comfortable managing multiple priorities and conflicting demands.

• Identifies opportunities for process improvement and increased efficiency.

• Leads digital and operational transformation initiatives.

• Advocates for smarter working across the business.

Decision Making

• Uses data, judgement, and stakeholder input to make sound decisions.

• Evaluates a range of options and explains implications clearly.

• Adapts decisions when changing data or circumstances require a new approach.

• Knows when to act independently and when escalation is appropriate.

Leading People

• Communicates clearly and brings others with them.

• Builds buy-in, trust, and ownership across the team.

• Develops others through coaching, responsibility, and empowerment.

• Demonstrates integrity and confidence, including when challenging the status quo.

Leading Yourself

• Resolves complex challenges with resilience and self-awareness.

• Remains consistent in leadership style under pressure.

• Actively seeks new challenges and opportunities to support business success.

• Shows commitment to ongoing personal and professional development.

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Technical & Commercial Responsibilities

The successful candidate will bring a strong blend of technical authority and commercial perspective, with the ability to oversee complex client work while identifying opportunities for broader growth.

This includes:

• Leading on complex personal tax compliance and advisory assignments.

• Managing work across regions to ensure delivery within timelines and budgets.

• Maximising revenue opportunities across the service line.

• Identifying cross-service opportunities to deliver integrated client solutions.

• Expanding internal and external networks to promote the team’s capabilities.

• Showcasing the team’s expertise through external presentations and relationship-building activity.

• Monitoring client risk ratings, pricing, and legends to ensure accurate revenue capture.

• Working with senior leadership to maintain consistency across the service line.

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Qualifications

• Accountancy and/or tax qualification required, or qualified by experience.

• Examples include:

• ATT

• CTA

• ACA

• ACCA

• CA

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Essential Experience

You will have developed the core leadership, client, technical, and commercial skills required for this role through a combination of professional study and practical experience within an accountancy practice.

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Why Join Azets?

This is an opportunity to step into a highly influential role within a growing and ambitious firm, where you can shape strategy, support clients at the highest level, and help develop the next generation of talent.

If you are looking for a leadership role where your technical expertise, commercial instinct, and people leadership can make a lasting impact, we would love to hear from you.

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Apply

If you are ready to take the next step in your career as a Private Client Tax Director, apply now to join Azets.