Private Client Tax Partner - Lead Growth & Advisory (Hybrid)

Clark Wood; England; Hybrid; GBP 100,000 - 120,000; Full time

Job summary

A leading independent firm of accountants in Worcestershire seeks a Private Client Tax Partner to lead and grow their Private Client Tax Services team. This senior role demands expertise in trusts, inheritance tax, and agricultural tax matters. Responsibilities include managing complex client portfolios, overseeing tax returns, and driving business development. The position offers a competitive salary package, hybrid working options, and an opportunity for equity partnership within a supportive firm.

Benefits

Competitive salary package

Hybrid working options

Pathway to equity partnership

Supportive work environment

Qualifications

• Extensive knowledge in private client taxation, trusts, and agricultural tax.
• Ability to manage and develop teams.
• Experience in client relationship management.

Responsibilities

• Lead tax advisory projects for high-net-worth clients.
• Provide advice on inheritance tax planning.
• Sign-off personal and trust tax returns.
• Advise on cross-border tax matters.

Skills

Private client taxation

Trusts and estate planning

Business development

Commercial mindset

Leadership

Communication skills

Education

CTA qualified

STEP qualification

Job description

A leading independent firm of accountants in Worcestershire seeks a Private Client Tax Partner to lead and grow their Private Client Tax Services team. This senior role demands expertise in trusts, inheritance tax, and agricultural tax matters. Responsibilities include managing complex client portfolios, overseeing tax returns, and driving business development. The position offers a competitive salary package, hybrid working options, and an opportunity for equity partnership within a supportive firm.