Strategic Tax Planning Lead

12 hours ago

Bristol, Bristol, United Kingdom Howells Consulting Ltd Full time
Unlock Your Potential in Private Client Tax

We are seeking a highly skilled and experienced tax professional to join our Private Client Tax team as a Strategic Tax Planning Lead. As a key member of our team, you will play a pivotal role in providing expert tax advice to high net worth individuals, entrepreneurs, and their families.

Your primary responsibility will be to undertake ad hoc income and capital taxes planning, working closely with our experienced team and high-profile partners. You will be the key point of contact for our clients, advising on a range of complex issues, including succession planning, wealth extraction, trusts, property, and transaction-related work.

To succeed in this role, you will need to possess excellent client relationship management skills, a strong technical grasp of IHT and CGT planning, and be a confident communicator. You will also have the opportunity to work collaboratively with colleagues on networking and business development initiatives.

We offer a supportive environment that values work-life balance, with scope to work from home 2-3 days a week and flexible hours. Our firm is a top-tier organization that genuinely values its employees and offers opportunities for growth and development.

As a Strategic Tax Planning Lead, you will have the autonomy to make a real difference in our clients' lives and contribute to the success of our team. 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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