Private Client Tax Professional

Pro‑Recruitment Group

Greater London

Hybride

GBP 72 000 - 88 000

Plein temps

Il y a 3 jours
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Avantages offerts par ce poste

Hybrid working
Excellent benefits

Résumé du poste

Pro‑Recruitment Group is seeking a Private Client Tax Professional in London to join a specialist accountancy and tax advisory practice. You will manage a varied portfolio of private clients, delivering compliant personal tax work and proactive planning for high-net-worth individuals, families and internationally connected clients, with hybrid working in place.

The role emphasises building lasting client relationships, strategic tax planning, and collaboration with colleagues and external

Qualifications

  • Strong UK private client tax experience in an accountancy setting.
  • Experience with high-net-worth individuals, trusts, estates, or international matters.
  • CTA qualified preferred or equivalent experience.

Responsabilités

  • Manage personal tax compliance and client relationships.
  • Advise on income tax, capital gains tax and inheritance tax planning.
  • Support wealth structuring, succession planning and family wealth preservation.
  • Work on trust and estate-related matters.
  • Advise internationally connected individuals on UK tax affairs.
  • Collaborate with colleagues and external advisers to deliver joined-up solutions.

Connaissances

UK private client tax
Client relationship management
Tax advisory

Formation

CTA qualified

Description du poste

Private Client Tax Professional

£80,000 + Excellent Benefits | London | Hybrid Working

Advise high-net-worth individuals. Deliver strategic tax planning. Build lasting client relationships.

A specialist accountancy and tax advisory practice is looking for a Private Client Tax Professional to join its established team, advising high-net-worth individuals, families and internationally connected clients.

This is an excellent opportunity to combine technical tax expertise with proactive advisory work, helping clients protect their wealth, manage complex tax affairs and plan for the future.

The role

You will manage a varied portfolio of private clients, taking responsibility for compliance while identifying opportunities to deliver added value through tax planning.

  • Managing personal tax compliance and client relationships.
  • Advising on income tax, capital gains tax and inheritance tax planning.
  • Supporting wealth structuring, succession planning and family wealth preservation.
  • Working on trust and estate-related matters.
  • Advising internationally connected individuals on their UK tax affairs.
  • Collaborating with colleagues and external advisers to deliver joined-up solutions.
About you

You will have strong UK private client tax experience, ideally within an accountancy practice, and be confident managing client relationships and delivering clear, practical advice.

CTA qualified candidates are preferred, although those with equivalent relevant experience will also be considered. Experience with high-net-worth individuals, trusts, estates or international tax matters would be advantageous.

Why consider this opportunity?

With a salary of £80,000 plus excellent benefits and hybrid working, this role offers varied advisory exposure, close client relationships and the opportunity to develop your expertise within a specialist environment.

Company culture & inclusion

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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