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Private Client Tax Partner — Lead Growth & Advisory
Job summary
A leading tax consultancy firm in the South West is seeking a Tax Consultancy Partner to oversee consulting and compliance functions. This role focuses on managing high net-worth individual portfolios and driving new business through innovative solutions. Candidates should have extensive knowledge in personal tax and demonstrate strong leadership skills. The firm offers a competitive salary, health and wellness benefits, and flexible working arrangements.
Benefits
Qualifications
- Extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning.
- Experience in managing and motivating teams.
- Proven ability to generate new business and develop client relationships.
- Extensive experience advising high net-worth clients on wealth planning.
Responsibilities
- Deliver tailored tax consultancy services to high net-worth individuals.
- Oversee personal tax compliance and advisory projects.
- Generate new business opportunities and enhance the firm's offerings.
- Manage and mentor a team of professionals across consulting and compliance.
Skills
* 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.