Private Client Tax Advisory Lead (Hybrid)

Georgiana Head Recruitment Limited; Coventry; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

Georgiana Head Recruitment Limited is looking for an experienced private client professional to join their advisory-focused practice in Coventry or Leeds. The role involves overseeing personal tax planning projects and developing junior staff while maintaining strong client relationships. Candidates should have experience with Inheritance Tax and Trusts. The position offers a competitive salary and benefits, with a hybrid work model allowing for 4 days in the office.

Qualifications

• Experience in personal tax planning including Inheritance Tax, Trusts, and Family Investment Companies.
• Ability to manage and develop junior staff.
• Strong client relationship management skills.

Responsibilities

• Oversee tax projects focused on personal tax planning.
• Provide strategic tax advice to clients.
• Review tax analysis of projects completed by team members.

Education

Qualified private client professional

Job description

Georgiana Head Recruitment Limited is looking for an experienced private client professional to join their advisory-focused practice in Coventry or Leeds. The role involves overseeing personal tax planning projects and developing junior staff while maintaining strong client relationships. Candidates should have experience with Inheritance Tax and Trusts. The position offers a competitive salary and benefits, with a hybrid work model allowing for 4 days in the office.