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- Tasks: Lead and grow the Private Client Tax Services team, advising on trusts and inheritance tax.
- Company: Highly regarded independent firm in Worcestershire with ambitious growth plans.
- Benefits: Competitive salary, hybrid working options, and direct pathway to equity partnership.
- Why this job: Shape a high-performing department and make a real impact in private client taxation.
- Qualifications: CTA qualified with extensive knowledge in private client taxation and leadership experience.
- Other info: Join a supportive firm focused on team development and innovative advisory services.
The predicted salary is between 100000 - 120000 £ per year.
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.
The Role
- 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
The Candidate
- 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
The Benefits
- 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.
Private Client Tax Partner - Worcestershire in London employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Partner - Worcestershire in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with trusts and inheritance tax. Share specific examples of how you've tackled complex client portfolios. We want to see your skills shine through!
✨Prepare for Interviews
Do your homework before interviews! Research the firm’s recent projects and their approach to private client tax services. We recommend preparing some insightful questions to show your genuine interest and understanding of their business.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Private Client Tax Partner role!
We think you need these skills to ace Private Client Tax Partner - Worcestershire in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Partner role. Highlight your expertise in trusts, inheritance tax, and agricultural tax matters to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this leadership role. Share your vision for growing the Private Client Tax Services team and how you can contribute to our ambitious growth plans.
Showcase Your Leadership Skills: Since this is a senior-level position, make sure to highlight your experience in mentoring and developing teams. We want to see how you've successfully led projects and driven business development initiatives in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of trusts, inheritance tax, and agricultural tax matters. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will show your expertise and confidence in the field.
✨Showcase Your Leadership Skills
As a Private Client Tax Partner, you'll need to demonstrate strong leadership abilities. Prepare examples of how you've mentored team members or led successful projects in the past. This will help convey your capability to drive growth and support your team effectively.
✨Client Relationships Matter
Be prepared to talk about how you've developed and maintained high-level client relationships. Share specific examples of how you've provided exceptional service to high-net-worth individuals or family businesses, as this is crucial for the role.
✨Business Development Focus
Since driving business development initiatives is key, think about strategies you've implemented in previous roles to expand services or increase revenue. Discussing your commercially minded approach will highlight your fit for the firm's ambitious growth plans.
