Private Client Tax Lead
3 weeks ago
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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