Role Overview: The client is keen to recruit a Private Client Tax Partner to expand their offerings in new markets across the firm. This is a significant opportunity for an experienced Private Client specialist to drive forward the office.
Key Responsibilities:
1. Manage a portfolio of clients, including UK Residents and Non-Domiciles, advising on tax-related issues such as Inheritance Tax planning, CGT, Trusts, and Estates.
2. Lead and grow the Tax offering, focusing on winning new clients and ensuring a cohesive service.
3. Engage in compliance and extensive advisory work.
4. Work autonomously in an open and inclusive environment, with the role developed around your expertise.
Qualifications:
ACA, ICAS, and CTA Qualified advisor – or equivalent qualifications.
Ideal Candidate:
1. An experienced Partner looking for a dynamic environment or an individual ready to take their first step to this level.
2. Someone who enjoys autonomy and managing their own client portfolio.
3. A professional who thrives in winning new clients and onboarding them effectively.
4. A team player who values an inclusive and adaptable working environment.
Salary: Starting around £150,000 and upwards (subject to experience)
Benefits:
1. Life assurance
2. Optical care
3. Private medical insurance
4. HealthCare and Dental insurance
5. Hybrid and flexible working options
6. Part-time options considered
Next Steps: Please apply for this Private Client Tax Partner role, and we will aim to reply to all suitable applicants within 48 hours.
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