Head of Tax – Private Client Advisory

Sumer Group Holdings Limited; United Kingdom; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading accountancy firm in Bideford is seeking an experienced Head of Tax to lead private client advisory services. This role requires deep technical knowledge in inheritance and capital gains tax, complemented by strong client management skills. The ideal candidate will mentor junior staff and drive business development initiatives while navigating complex client relationships. Flexibility and a collaborative mindset are essential in this entrepreneurial environment.

Qualifications

• Significant experience in private client tax advisory, ideally in an accountancy or wealth advisory firm.
• Proven ability to lead complex advisory projects and manage high-value client relationships.
• Strong leadership skills with experience developing junior staff.

Responsibilities

• Lead and expand the private client offering with strategic tax advice.
• Manage complex client relationships and deliver high-value advisory work.
• Mentor and develop junior and mid-level tax professionals.

Skills

Private client tax advisory

IHT and CGT planning

Trusts and estate planning

Client relationship management

Project leadership

Education

ACA, ACCA, or CTA (or equivalent)

Job description

A leading accountancy firm in Bideford is seeking an experienced Head of Tax to lead private client advisory services. This role requires deep technical knowledge in inheritance and capital gains tax, complemented by strong client management skills. The ideal candidate will mentor junior staff and drive business development initiatives while navigating complex client relationships. Flexibility and a collaborative mindset are essential in this entrepreneurial environment.