High Net Worth Tax Advisor

18 hours ago


Basingstoke, Hampshire, United Kingdom TPF Recruitment Full time

TPF Recruitment is a leading provider of specialist tax talent in the South-East. We are delighted to be representing a prestigious firm of Chartered Tax Advisors based in Basingstoke.

The firm specializes in providing tailored tax solutions to high-net-worth individuals, families, and businesses on complex tax matters both domestically and internationally. They pride themselves on their personalized approach and commitment to delivering exceptional client service.

We are seeking an experienced Private Client Tax Manager and Offshore Trust Specialist to join our client's dynamic team. The successful candidate will play a crucial role in managing and advising on all aspects of private client tax and offshore trust matters.

This is a unique opportunity for a driven professional to advance their career within a supportive and forward-thinking environment. The ideal candidate will have experience working with offshore trusts and a keen desire to develop their career with a specialist firm of Chartered Tax Advisors.

Key Responsibilities:

  • Manage a portfolio of private clients, providing comprehensive tax advice and planning services.
  • Specialize in offshore trust structuring, compliance, and advisory services.
  • Develop and maintain strong client relationships, acting as a trusted advisor on complex tax issues.
  • Ensure compliance with UK tax legislation and relevant offshore jurisdictions.
  • Lead and mentor junior staff, providing guidance and support in their professional development.
  • Work closely with other departments within the firm to deliver integrated services to clients.
  • Stay abreast of changes in tax legislation and ensure clients are informed of any impacts on their tax position.
  • Assist in business development activities, including networking and identifying opportunities for new client engagements.

Requirements

  • ACA/ACCA/CTA/ATT qualified or equivalent.
  • Extensive experience in private client tax, with a focus on offshore trusts.
  • Proven track record of managing a diverse client portfolio.
  • In-depth knowledge of UK tax legislation and offshore trust structures.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.
  • Proactive approach with a commitment to providing exceptional client service.

Benefits

  • Salary circa £50,000 - £65,000 per annum, depending on experience and qualification status.
  • Opportunities for professional development and career progression.
  • Supportive and collaborative working environment.
  • Exposure to a diverse and high-profile client base.
  • Study support towards a CTA qualification (if desired).
  • Hybrid working.
  • Flexible start/finish times.


  • Basingstoke, Hampshire, United Kingdom TPF Recruitment Full time

    Job Title: Private Client Tax ManagerTPF Recruitment is delighted to be representing a prestigious firm of Chartered Tax Advisors based in the South-East. Renowned for their expertise in providing tailored tax solutions, the firm specializes in advising high-net-worth individuals, families, and businesses on complex tax matters, both domestically and...


  • Basingstoke, Hampshire, United Kingdom TPF Recruitment Full time

    Job Title: Private Client Tax ManagerTPF Recruitment is delighted to be representing a prestigious firm of Chartered Tax Advisors based in the South-East. Renowned for their expertise in providing tailored tax solutions, the firm specializes in advising high-net-worth individuals, families, and businesses on complex tax matters, both domestically and...

  • Tax Professional

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom Reed Full time

    Reed Practice is seeking a skilled Tax Professional to support the tax team in Basingstoke. As a Tax Professional, you will play a crucial role in ensuring the smooth delivery of high-quality services to clients.Preparation of self-assessment tax returns for a variety of clients, including directors of Ltd companies, sole traders, and high net worth...

  • Tax Professional

    3 weeks ago


    Basingstoke, Hampshire, United Kingdom Reed Full time

    Reed Practice is seeking a skilled Tax Assistant to support the tax team in Basingstoke. As a Tax Assistant, you will play a crucial role in ensuring the smooth delivery of high-quality services to clients.Preparation of self-assessment tax returns for various clients, including directors of Ltd companies, sole traders, and high net worth...

  • Tax Professional

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom Reed Full time

    Reed Practice Tax Assistant RoleWe are seeking a skilled and motivated Tax Assistant to support our client's tax team in Basingstoke.Key Responsibilities:Prepare self-assessment tax returns for a variety of clients, including directors of Ltd companies, sole traders, and high net worth individuals.Own the compliance process from requesting information to...

  • Tax Professional

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom Reed Full time

    We are seeking a skilled Tax Professional to support our client's tax team in Basingstoke. As a key member of the team, you will play a crucial role in ensuring the smooth delivery of high-quality services to clients.Preparation of self-assessment tax returns for a variety of clients, including directors of Ltd companies, sole traders, and high net worth...

  • Tax Senior

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full time

    Clark Wood - Tax Recruitment is seeking a Personal Tax Senior to join their Basingstoke office. The successful candidate will be responsible for the preparation of Self Assessment Tax Returns and other tax-based submissions for a mixed portfolio of personal tax clients. The role involves tax compliance with some tax advisory aspects. The ideal candidate will...

  • Tax Senior

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full time

    Clark Wood - Tax Recruitment is seeking a Personal Tax Senior to join their Basingstoke office. The successful candidate will be responsible for the preparation of Self Assessment Tax Returns and other tax-based submissions for a mixed portfolio of personal tax clients. The role involves tax compliance with some tax advisory aspects. The ideal candidate will...


  • Basingstoke, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full time

    Clark Wood - Tax Recruitment is working with a firm of Chartered Accountants and Business Advisors with multiple offices in the region. The firm is seeking a Personal Tax Senior / Semi-Senior to join their friendly Tax Team in Basingstoke. The successful candidate will be responsible to the Assistant Tax Manager and will be responsible for the preparation of...


  • Basingstoke, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full time

    Personal Tax Senior RoleClark Wood - Tax Recruitment is working with a firm of Chartered Accountants and Business Advisors to find a Personal Tax Senior / Semi-Senior to join their Tax Team in Basingstoke.The successful candidate will be responsible to the Assistant Tax Manager and will be involved in personal tax compliance with some tax advisory...

  • Tax Advisor Manager

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom https:www.energyjobline.comsitemap Full time

    We are seeking an experienced Tax Advisor Manager to join our client's dynamic team. The successful candidate will play a crucial role in managing and advising on all aspects of private client tax and offshore trust matters.This role is suitable for any Private Client or Personal Tax Seniors, Assistant Managers, or Managers who have experience working with...

  • Tax Advisor Manager

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom https:www.energyjobline.comsitemap Full time

    Private Client Tax Manager Job DescriptionWe are seeking an experienced Tax Advisor Manager to join our client's dynamic team. The successful candidate will play a crucial role in managing and advising on all aspects of private client tax and offshore trust matters.Key Responsibilities:Manage a portfolio of private clients, providing comprehensive tax advice...


  • Basingstoke, Hampshire, United Kingdom Ashville Knight Careers Full time

    A reputable legal practice in Basingstoke is seeking an experienced Corporate Commercial Solicitor to join their well-established corporate commercial team.The team provides a first-class service to high net worth clients across a range of transactions, with a strong reputation in various industries.Key Responsibilities:Working independently on a varied...


  • Basingstoke, Hampshire, United Kingdom Ashville Knight Full time £60,000 - £90,000

    Job Summary:An exciting opportunity has arisen for a skilled Corporate and Commercial Solicitor to join a well-established law firm in Basingstoke. As a key member of the corporate commercial team, you will provide a first-class service to clients across a range of high net worth transactions.Key Responsibilities: Work independently on a varied caseload,...


  • Basingstoke, Hampshire, United Kingdom Ashville Knight Full time

    About the Role:A highly respected corporate commercial solicitor is sought by Ashville Knight to join their well-established team in Basingstoke. The ideal candidate will have a strong understanding of the market and be able to provide a first-class service to clients across a range of high net worth transactions.Key Responsibilities:Working independently on...

  • Corporate Lawyer

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom Ashville Knight Full time

    Corporate Commercial Solicitor OpportunityA leading law firm in Basingstoke is seeking an experienced Corporate Commercial Solicitor to join their well-established team.About the RoleThis is an excellent opportunity for a qualified Solicitor with a strong understanding of the market to provide a first-class service to high net worth clients across various...

  • Corporate Lawyer

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom Ashville Knight Full time

    Corporate Commercial Solicitor OpportunityA reputable legal practice in Basingstoke is seeking an experienced Corporate Commercial Solicitor to join their well-established corporate commercial team.About the RoleThe team provides a first-class service to high net worth clients across a range of transactions, with a strong reputation in various industries....

  • Corporate Lawyer

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom Ashville Knight Full time

    Corporate Commercial Solicitor OpportunityA reputable legal practice in Basingstoke is seeking an experienced Corporate Commercial Solicitor to join their well-established corporate commercial team.About the RoleThe team provides a first-class service to high net worth clients across a range of transactions, with a strong reputation in various industries....

  • Corporate Lawyer

    4 weeks ago


    Basingstoke, Hampshire, United Kingdom Ashville Knight Full time

    A highly sought-after opportunity has arisen for an experienced Corporate Commercial Solicitor to join a reputable legal practice in Basingstoke. They are a full-service law firm seeking a Solicitor with a good understanding of the market to join their well-established corporate commercial team.The team provides a first-class service to clientele across a...


  • Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new company, a fast-growing SME within the technology sector, seeks a new recruit for their finance team to specialise in the tax affairs of the company. The role revolves around compliance, predominantly direct tax, working with local advisors and internal stakeholders.Play a pivotal role in managing the company's tax strategy, compliance, and treasury...