Private Client Tax Lead

3 weeks ago


Brighton, Brighton and Hove, United Kingdom Taylor Rose Recruitment Ltd Full time

We are working with a leading firm in Brighton who are seeking a Private Client Tax Lead to join their team.

This role involves managing a diverse portfolio of private clients, identifying tax planning opportunities, and providing advice on Capital Gains, Property tax & Inheritance tax. The successful candidate will have CTA qualification and experience in managing client portfolios.

The estimated salary for this position is £75,000 - £95,000 per annum, depending on experience.

Job Requirements:

  • Managing a diverse portfolio of private clients
  • Identifying tax planning opportunities
  • Providing advice on Capital Gains, Property tax & Inheritance tax
  • Mentoring junior staff
  • Leading client meetings
  • Building and maintaining strong client relationships

Benefits:

  • Part-time considered
  • Hybrid working arrangement (WFH 2 days per week)
  • Flexible Working hours
  • Paid overtime
  • Generous holiday entitlement


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