Private Client Tax Advisor — Fast-Track to Lead Roles

Pro-Tax; Guildford; On-site; GBP 45,000 - 65,000; Full time

Job summary

A dynamic tax advisory firm in Guildford is seeking a motivated individual to manage private client tax services for trusts, individuals, and families. You will play a vital role in offering high-level tax advice and building strong client relationships. The ideal candidate should have a degree or equivalent qualifications, along with experience in managing significant client portfolios. This is a fantastic opportunity for professional growth within a supportive team environment.

Qualifications

• Experience managing or supporting a significant client portfolio.
• Confident in supervising, training, and mentoring others.
• Keen to take on increasing responsibilities in a dynamic environment.

Responsibilities

• Manage a diverse portfolio of clients and oversee WIP processes.
• Advise on complex UK tax matters and strategic restructuring.
• Identify risks and business development opportunities.

Skills

Tax advisory

Client relationship management

Supervisory skills

Education

Degree level education or CTA/ACA qualified

Job description

A dynamic tax advisory firm in Guildford is seeking a motivated individual to manage private client tax services for trusts, individuals, and families. You will play a vital role in offering high-level tax advice and building strong client relationships. The ideal candidate should have a degree or equivalent qualifications, along with experience in managing significant client portfolios. This is a fantastic opportunity for professional growth within a supportive team environment.