Private Client Tax Advisory Lead

1 month ago


Henley on Thames, Oxfordshire, United Kingdom Clark Wood Full time

**Job Summary:**

We are seeking a highly experienced Senior Tax Manager to join our team at Clark Wood in Henley on Thames. This managerial-level opportunity focuses on advisory work for a diverse portfolio of tax clients.

The ideal candidate will have a proven track record in business development and client management, as well as extensive experience in IHT and CGT planning. A CTA qualification and experience managing departments and complex tax portfolios are essential for this role.

  1. Provide high-level advisory and planning services to private clients, HNWIs, landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.
  2. Lead business development efforts to expand client services and grow the tax portfolio.
  3. Enhance awareness and exposure of our comprehensive tax services.
  4. Develop and implement effective strategies to drive business growth and increase revenue.
  5. Collaborate with colleagues to achieve shared goals and objectives.

**Key Responsibilities:**

  • Advisory and planning services for private clients and other entities.
  • Business development and client management.
  • Tax planning and compliance.
  • Leadership and collaboration.

**Requirements:**

  • CTA qualification or equivalent.
  • Proven track record in business development and client management.
  • Extensive experience in IHT and CGT planning.
  • Experience managing departments and complex tax portfolios.

**Salary:** £60,000 - £80,000 per annum.



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