Head of Tax – R T Marke & Co Ltd
Join to apply for the Head of Tax role at R T Marke & Co Ltd.
At R T Marke, we are a dynamic and forward‑thinking accountancy firm, renowned for delivering high‑quality audit, tax, and advisory services to a diverse client base, including high‑net‑worth individuals and owner‑managed businesses. We take a client‑centric approach, offering tailored solutions that build long‑term relationships based on trust, technical excellence, and a deep understanding of our clients’ personal and business needs.
Department: Corporate Tax
Location: Bideford
Key Responsibilities
- Client Relationship Management: Build and maintain trusted relationships with high‑net‑worth individuals, families, and business owners, acting as a primary advisor across personal tax matters.
- Advisory Expertise: Provide advanced tax planning and structuring advice, with particular expertise in inheritance tax (IHT), capital gains tax (CGT), trusts, estate planning, residence and domicile, and personal income tax.
- Compliance Oversight: Ensure clients meet all relevant personal tax compliance obligations, mitigating risk while identifying planning opportunities.
- Project Leadership: Lead complex tax planning assignments from end to end, ensuring high‑quality delivery aligned with client objectives.
- Legislative Awareness: Stay ahead of UK tax legislation and regulatory changes, ensuring clients and colleagues are informed and equipped to respond.
- Team Leadership: Mentor and develop junior and mid‑level tax professionals, fostering a culture of learning and high performance.
- Business Development: Support the growth of the private client team by contributing to new business pitches, networking activities, and thought leadership initiatives.
Skills, Knowledge & Expertise
- Significant experience in private client tax advisory, ideally gained in a reputable accountancy or wealth advisory firm.
- Strong expertise in IHT and CGT planning, with a solid understanding of trusts, estate planning, and personal tax structures.
- Relevant qualifications such as ACA, ACCA, or CTA (or equivalent).
- Proven ability to lead complex advisory projects and manage high‑value client relationships.
- Strong leadership skills and experience developing junior staff.
- Commercial awareness and the ability to identify new opportunities for clients and the firm.
The Qualities You Bring
- Relationship‑focused with a passion for delivering exceptional service.
- Entrepreneurial mindset with a keen eye for new opportunities and practical solutions.
- A collaborative team player who leads by example.
- Analytical thinker who can simplify complex tax issues for clients.
- Committed to mentoring others and contributing to a positive team culture.
Why Us?
At R T Marke, you’ll join a firm that values innovation, collaboration, and long‑term client impact. As a Head of Tax, you’ll have the autonomy to shape and grow our offering while working alongside a supportive and driven leadership team. We foster a flexible, inclusive workplace where everyone is supported to thrive and grow. If you're ready to make a meaningful impact in a progressive and ambitious firm, we’d love to hear from you.
Seniority Level
Director
Employment Type
Full‑time
Job Function
Accounting / Auditing and Finance
Industries
Accounting