Head of Private Client Tax Specialist

3 days ago


Cheltenham, Gloucestershire, United Kingdom Taxation Full time
About the Role

We are seeking a highly experienced Tax Advisory Manager to join our Private Client team in Cheltenham. As a key member of our team, you will be responsible for providing expert tax advice to a high-net-worth individual client base, including entrepreneurs, business owners, landed wealth, and farming clients.

Key Responsibilities
  • Advise on complex tax matters, including Capital Gains Tax, Inheritance Tax, succession of wealth, and income tax issues affecting high-net-worth individuals.
  • Develop and maintain strong relationships with clients, understanding their tax needs and providing tailored advice.
  • Work closely with other tax professionals to ensure seamless delivery of tax services.
  • Stay up-to-date with changes in tax legislation and regulations, applying this knowledge to provide expert advice to clients.
What We Offer
  • A dynamic and supportive team environment.
  • Opportunities for professional development and career growth.
  • A competitive salary and benefits package.
  • The chance to work with a high-quality client base and make a real impact on their tax affairs.
Requirements
  • Extensive experience in private client tax advisory, with a strong understanding of tax legislation and regulations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to provide clear and concise tax advice.
  • Ability to work independently and as part of a team, with a flexible approach to working hours.


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