Private Client Advisor

About the RoleWe are looking for a skilled Compliance Specialist to join our team as a Private Client Advisor. In this role, you will work closely with clients to ensure their tax compliance and achieve their financial objectives.Your Key Responsibilities:Work with clients to prepare and submit tax returns and other necessary formsConduct reviews of clients'...

About the OpportunityWe are seeking a highly skilled Financial Planner to join our team at Peter Harding Wealth Management. This full-time, employed opportunity is based in Canford Cliffs, Poole, Dorset, and involves providing private clients and local businesses with comprehensive wealth management advice on a face-to-face and remote basis. You will conduct...

We are seeking a talented individual to join our team as a Graduate Tax Advisor Career Starter. As a Private Client Tax Trainee, you will embark on a three-year training program that will equip you with the skills and knowledge necessary to become a Tax Advisor (ATT/CTA).Our comprehensive training program covers all your training and qualification costs,...

We are a well-established law firm in Dorset, seeking an experienced International Private Client Lawyer to join our team. With a reputation for excellence in private client matters, we offer a dynamic and growing environment with opportunities for professional development.Job Summary:Advising on complex international tax, trust, estate planning, and...

Become a Private Client Tax Specialist at PKF Francis Clark and embark on a rewarding three-year training programme to become a Chartered Tax Advisor (CTA) and Association of Taxation Technicians (ATT).You will work within our taxation teams, covering corporate tax, private client tax, tax advisory services, and VAT. Our hybrid working model allows you to...

We are seeking a highly skilled Private Client Lawyer to join our team at Trethowans LLP. As a leading private client law firm in the UK, we pride ourselves on delivering exceptional legal services to high-net-worth individuals, entrepreneurs, and owner-managed businesses.About the RoleYou will be responsible for advising clients on complex estate planning,...

We are seeking a skilled Private Client Solicitor to join our award-winning team in Poole. As a key member of the private client team, you will have at least 1 year's PQE and be able to manage a varied caseload comfortably.You will enjoy a high-quality work environment and be part of a firm deeply entrenched in the local community. We offer flexible working...

We have a unique opportunity for a skilled Financial Adviser to join our team at Peter Harding Wealth Management in Poole, Dorset.As a Financial Adviser, you will provide private clients and local businesses with bespoke financial advice on a full-time, employed basis.You will deliver comprehensive financial guidance to existing and new clients on a...

Job OverviewWe are seeking an experienced Tax Director - Private Clients to join our Forvis Mazars team in the South Coast region. As a leader, you will be responsible for delivering high-quality private client tax advice and compliance services to our clients.Your responsibilities will include managing and leading the Forvis Mazars Private Client team for...

Position: International Private Client Lawyer Salary: Depending on Experience (set salary bands) Location: Bournemouth Overview A highly regarded Legal 500 firm in Dorset, known for excellence in private client services, is seeking an experienced International Private Client Lawyer to join their team. Due to continued growth, this is an exciting...

We are a leading private client law firm in Dorset, renowned for providing high-quality legal services to high-net-worth individuals, entrepreneurs, owner-managed businesses, and agricultural clients.As our firm continues to grow, we are seeking an experienced Private Client Lawyer with significant experience in advising high-net-worth individuals and...

We are a leading private client law firm in the South of England, renowned for providing high-quality legal services to high-net-worth individuals, entrepreneurs, owner-managed businesses, and agricultural clients.Our firm continues to grow, and we are seeking an experienced Private Client Lawyer to join our expanding team.The successful candidate will...

About the RoleThe successful candidate will be responsible for managing and leading the Private Client team, delivering high-quality private client tax advice and compliance services. This includes developing strategies, setting budgets, and monitoring performance. Additionally, they will work collaboratively with other service lines to target and win new...

About the Job">We are looking for a highly motivated and organized individual to join our team as a Graduate Private Client Specialist. The successful candidate will be responsible for providing exceptional service to our private client base, ensuring that their tax and financial planning needs are met.">The ideal candidate will have excellent communication...

We are seeking a highly skilled Private Client Solicitor to join our award-winning team in Poole.The ideal candidate will have at least 1 year of PQE and be able to manage a varied caseload comfortably. They will enjoy working on high-quality cases and contributing to the success of our private client team.A competitive salary of £65,000 - £85,000 per...

We are seeking a highly motivated and ambitious Graduate Private Client Tax Trainee to join our national private client tax team. As a Trainee Tax Adviser, you will work closely with experienced tax professionals to develop your skills and knowledge in tax advisory.Job DescriptionYour responsibilities will include:Assisting in preparing and submitting tax...

Job OverviewThis role is responsible for managing and leading the Forvis Mazars Private Client team for the South Coast, providing high-quality private client tax advice and compliance services.Main Responsibilities:Lead the team in delivering exceptional client service, ensuring high levels of client satisfaction and loyalty.Develop and implement strategies...

**About the Role:**We are looking for a skilled Private Client Tax Professional to join our team in Poole. As a Private Client Tax Professional, you will work closely with our clients to understand their financial goals and develop tailored tax strategies.**Responsibilities:**Work on a variety of advisory engagements across UK tax, including income and...

About the RoleAs a Private Client Tax Manager Lead, you will play a vital part in driving forward learning and development for our Poole tax team. You will mentor, train, support, and delegate work to team members while ensuring compliance with internal and external requirements.Your responsibilities will include managing and leading the Forvis Mazars...

Role OverviewWe are seeking a senior Private Client Tax Manager to join our client's team in Poole, responsible for managing a diverse client portfolio focusing on HNWIs, Directors, Trusts & Estates.The ideal candidate will have extensive experience in private client/personal tax, with excellent communication skills and a proven track record of delivering...