Tax Planning Specialist

10 hours ago


Southampton, Southampton, United Kingdom Chadwick Nott Full time
Senior Private Client Specialist Opportunity

We are seeking a talented senior private client specialist to join our highly regarded Southampton-based firm. With a minimum of 7 years PQE, you will have a strong background in private client services, including wills, estates administration, probate tax planning, and trusts work.

As a senior private client specialist, you will be acting on behalf of an established client base of private individuals and their families, landowners/landed estates, and rural sector clients. You will also be advising entrepreneurs, business people, and other wealthy individuals on all aspects of private client matters.

Our firm offers an excellent range of work, clear opportunities for progression, and a friendly, flexible, and team-oriented culture. We are committed to developing a diverse and inclusive culture and supporting our large client network in achieving the same.

Key Responsibilities:

  • Providing expert advice on private client matters, including wills, estates administration, probate tax planning, and trusts work.
  • Acting on behalf of an established client base of private individuals and their families, landowners/landed estates, and rural sector clients.
  • Advising entrepreneurs, business people, and other wealthy individuals on all aspects of private client matters.
  • Working closely with the team to deliver excellent client service and achieve business objectives.

Requirements:

  • Minimum of 7 years PQE in private client services.
  • Strong background in private client services, including wills, estates administration, probate tax planning, and trusts work.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

What We Offer:

  • Excellent range of work and opportunities for progression.
  • Friendly, flexible, and team-oriented culture.
  • Competitive salary and benefits package.

How to Apply:

Please contact Liam Andrews of Chadwick Nott to discuss this opportunity further.



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