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Private Client Tax Partner - Worcestershire
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
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
Education
Location: Worcestershire
Sector: Partner Jobs, Partners and Directors, Personal Tax, Private Client Tax
Contract Type: Permanent
Salary: Competitive
Contact: Will Langdon
Contact email: will.langdon@clark-wood.co.uk
Contact phone: +44 (0) 1173 291051
Published: 5 months ago
Expiry date: 2053-04-25
Start date: 2025-12-09 00:00:00
Consultant: Will Langdon
Private Client Tax Partner – Worcestershire
Salary: £100,000 – £120,000 | Independent Firm | Leadership & Advisory Focus
Clark Wood is partnering with a highly regarded independent firm of accountants in Worcestershire, seeking an experienced Private Client Tax Partner to lead and grow their Private Client Tax Services team.
This is a senior-level opportunity for an ambitious tax professional with strong expertise in trusts, inheritance tax, and agricultural tax matters, looking to play a key role in shaping the firm’s advisory services and driving growth.
- Lead private client tax advisory projects, focusing on trusts, estates, inheritance tax planning, and agricultural clients.
- Provide expert advice on complex client portfolios, including high-net-worth individuals and family businesses.
- Oversee review and sign-off of personal and trust tax returns, ensuring technical excellence.
- Advise on cross-border tax matters, HMRC enquiries, and offshore structures where required.
- Drive business development initiatives to expand the firm’s advisory services and increase revenue.
- Support and mentor senior tax professionals, fostering team development and leadership.
- CTA qualified (STEP qualification desirable).
- Extensive technical knowledge in private client taxation, particularly trusts, estate planning, and agricultural tax.
- Proven ability to develop and maintain high-level client relationships.
- Commercially minded, with experience in business development and revenue growth.
- Excellent leadership and communication skills, with a track record of managing and developing teams.
- Competitive £100,000+ salary package, plus benefits.
- Opportunity to shape and grow a high-performing Private Client Tax department.
- Hybrid working options for flexibility.
- Direct pathway to equity partnership opportunities.
- Join a supportive, forward-thinking firm with ambitious growth plans.
This is an exceptional opportunity for a Private Client Tax specialist seeking a senior leadership role within a respected independent firm.
For more information, contact Will Langdon at Clark Wood:
📧 will@clark-wood.co.uk
📞 07920 557121
#CWWL
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.