Tax Advisory Leader for SMEs and HNWIs

4 hours ago


Weybridge, Surrey, United Kingdom Perrott Partners Recruitment Limited Full time

Tax Leadership Opportunity:

We are seeking an experienced Tax Manager or Director to lead our tax team as a Partner Designate. This is an excellent opportunity to take on a senior leadership role, focusing on advisory work and business development.

About the Role:

  1. Manage daily operations of advisory projects, ensuring high-quality outcomes.
  2. Oversee preparation, review, and approval of personal tax returns and computations.
  3. Develop and maintain a substantial client portfolio, driving growth through advisory services.
  4. Undertake complex tax work, providing expert advice to high-net-worth individuals and businesses.
  5. Collaborate with colleagues to deliver high-level advisory and planning services to SMEs and corporate clients.
  6. Contribute to business development, networking, and marketing efforts to grow the tax portfolio.

Requirements:

  • Hold ATT/CTA & or ACCA/ACA qualification with a minimum of 7 years of experience in Personal Tax.
  • Demonstrate expertise in IHT and CGT planning, advising on residence and domicile.

What We Offer:

  • A competitive salary up to £150,000, based on experience.
  • A comprehensive benefits package.
  • Professional growth opportunities in a supportive and technically proficient team environment.


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