Private Client Advisory Director

2 days ago


Truro, Cornwall, United Kingdom Clark Wood - Tax Recruitment Full time

Private Client Tax Manager or Senior Manager Opportunity

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Clark Wood have been instructed on a managerial level opportunity in Cornwall, which presents the chance to focus on interesting advisory work for a diverse portfolio of private clients.

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The ideal candidate will be a CTA Qualified experienced Manager or current Senior Manager, with experience managing a department and a large complex portfolio of tax clients.

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Main client base includes private clients, high net worth individuals, landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas holding companies.

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Key responsibilities involve:

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  • \
  • Offering high-level advisory & planning services with significant autonomy;\
  • Developing business and networks to expand client services and grow tax portfolio;\
  • Raising awareness & exposure of the firm's tax services;\
  • Expertise in IHT and CGT planning, advising on residence and domicile.\
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The Truro office is conveniently located for those commuting from across Cornwall.

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A competitive salary in the range of £60,000 - £80,000 per annum is offered.



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