Private Wealth Tax Consultant

1 month ago


West Devon, United Kingdom Pro-Tax Full time
Job Description

We are seeking an experienced Private Client Tax Manager to join our team at Pro-Tax. As a key member of our tax advisory team, you will be responsible for managing a portfolio of high net worth individuals, directors of small to medium-sized companies, trusts, wealthy families, and non-domiciled residents.

Your primary focus will be on providing expert tax advice and guidance to clients, working closely with one of the most influential Tax Partners in the market. This role offers a unique opportunity to take planning ideas to clients and identify opportunities for them, as well as responding to their requests for transactional assistance.

Responsibilities:
  • Managing a portfolio of private client tax cases
  • Working closely with senior tax partners to deliver exceptional client service
  • Taking proactive steps to identify opportunities for clients and develop strategic plans to optimize their tax positions
  • Providing expert technical advice on complex tax matters

In addition to your technical expertise, you will also have a strong focus on business development and representing the firm at networking events. Your ability to build strong relationships with clients and colleagues will be crucial to your success in this role.

About the Role

This is an excellent opportunity to work in a dynamic and collaborative environment with a leading tax advisory firm. You will have the chance to work with a diverse range of clients and develop your skills in a fast-paced and challenging industry.

The ideal candidate will have experience in managing their own private client tax portfolio, a friendly and personable approach, and excellent communication skills. They will also have a strong understanding of tax laws and regulations, as well as the ability to work independently and as part of a team.

Benefits
  • A competitive salary of up to 65,000 plus benefits including pension, bonus, and healthcare
  • The opportunity to work from home with flexibility
  • A family-friendly team environment
  • Ongoing training and professional development opportunities

We are committed to providing a supportive and inclusive work environment that allows our employees to thrive. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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