Head of Tax

Sumer Group Holdings Limited; Northam; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading accountancy firm seeks a Head of Tax in Bideford to lead their private client tax advisory. This role requires significant expertise in IHT and CGT planning, strong leadership skills, and a commitment to mentoring. The firm offers a supportive culture focused on innovation and client impact. If you are passionate about delivering exceptional service and growing a winning team, we’d love to hear from you.

Qualifications

• Significant experience in private client tax advisory, ideally in a reputable firm.
• Proven ability to manage high-value client relationships.
• Experience developing junior staff.

Responsibilities

• Lead and expand private client offering.
• Build trusted relationships with high-net-worth individuals.
• Provide advanced tax planning and structuring advice.

Skills

Private client tax advisory

IHT and CGT planning

Leadership skills

Commercial awareness

Education

ACA/ACCA/CTA or equivalent

Job description

Head of Tax

Department: Corporate Tax

Employment Type: Permanent

Location: Bideford

Reporting To: Neil Marke

Description

At R T Marke, we are a dynamic and forward-thinking accountancy firm, renowned for delivering high-quality audit, tax, and advisory services to a diverse client base, including high-net-worth individuals and owner-managed businesses. We take a client-centric approach, offering tailored solutions that build long-term relationships based on trust, technical excellence, and a deep understanding of our clients’ personal and business needs.

With a strong regional presence and an entrepreneurial culture, we provide strategic support in areas including inheritance tax (IHT), capital gains tax (CGT), income tax, and estate planning. Our goal is to help clients protect and grow their wealth across generations.

Key Responsibilities

We are looking for an experienced Head of Tax to lead and expand our private client offering. You will bring deep technical knowledge and commercial insight, enabling you to deliver strategic tax advice to high-net-worth individuals, families, entrepreneurs, and business owners.

As a senior leader within the firm, you will play a key role in managing complex client relationships, delivering high-value advisory work, and driving growth in this crucial service line.

• Client Relationship Management: Build and maintain trusted relationships with high-net-worth individuals, families, and business owners, acting as a primary advisor across personal tax matters.
• Advisory Expertise: Provide advanced tax planning and structuring advice, with particular expertise in inheritance tax (IHT), capital gains tax (CGT), trusts, estate planning, residence and domicile, and personal income tax.
• Compliance Oversight: Ensure clients meet all relevant personal tax compliance obligations, mitigating risk while identifying planning opportunities.
• Project Leadership: Lead complex tax planning assignments from end to end, ensuring high-quality delivery aligned with client objectives.
• Legislative Awareness: Stay ahead of UK tax legislation and regulatory changes, ensuring clients and colleagues are informed and equipped to respond.
• Team Leadership: Mentor and develop junior and mid-level tax professionals, fostering a culture of learning and high performance.
• Business Development: Support the growth of the private client team by contributing to new business pitches, networking activities, and thought leadership initiatives.

Skills, Knowledge & Expertise

• Significant experience in private client tax advisory, ideally gained in a reputable accountancy or wealth advisory firm
• Strong expertise in IHT and CGT planning, with a solid understanding of trusts, estate planning, and personal tax structures
• Relevant qualifications such as ACA, ACCA, or CTA (or equivalent)
• Proven ability to lead complex advisory projects and manage high-value client relationships
• Strong leadership skills and experience developing junior staff
• Commercial awareness and the ability to identify new opportunities for clients and the firm

The Qualities You Bring

• Relationship-focused with a passion for delivering exceptional service
• Entrepreneurial mindset with a keen eye for new opportunities and practical solutions
• A collaborative team player who leads by example
• Analytical thinker who can simplify complex tax issues for clients
• Committed to mentoring others and contributing to a positive team culture

Why Us?

At R T Marke, you’ll join a firm that values innovation, collaboration, and long-term client impact. As a Head of Tax, you’ll have the autonomy to shape and grow our offering while working alongside a supportive and driven leadership team.

We foster a flexible, inclusive workplace where everyone is supported to thrive and grow. If you\'re ready to make a meaningful impact in a progressive and ambitious firm, we’d love to hear from you.