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- Tasks: Lead and grow the Private Client Tax Services team, advising on trusts and inheritance tax.
- Company: Join a respected 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 strong leadership skills.
- Other info: Supportive environment with opportunities for professional development and team mentorship.
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
Contact Detail:
Clark Wood 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 groups on LinkedIn, and don’t be shy about reaching out to potential contacts. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with someone from the firm, make sure to highlight your experience in trusts and inheritance tax. We want to see you confidently discussing your past projects and how you can add value to their team. Be the expert they’re looking for!
✨Prepare for the Interview
Do your homework before the interview! Research the firm’s recent projects and their approach to private client tax services. We want you to come across as genuinely interested and knowledgeable about their work. It’ll show you’re serious about the role!
✨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 on board!
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 is tailored to the Private Client Tax Partner role. Highlight your experience with trusts, inheritance tax, and agricultural tax matters. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this position. Share specific examples of your leadership in tax advisory projects and how you've driven business development in the past. We love a good story!
Showcase Your Qualifications: Don’t forget to mention your CTA qualification and any other relevant certifications like STEP. We’re keen on candidates who have the technical knowledge and qualifications to back up their expertise in private client taxation.
Apply Through Our Website: We encourage you to apply 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 from us!
How to prepare for a job interview at Clark Wood
✨Know Your 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.
✨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 highlight your capability to drive growth and support others in their development.
✨Client Relationships Matter
Be prepared to talk about your experience in building and maintaining high-level client relationships. Share specific examples of how you've managed client portfolios and provided exceptional service, especially for high-net-worth individuals and family businesses.
✨Business Development Focus
Since driving business development is key for this role, think about initiatives you've implemented in the past that have led to revenue growth. Discuss your approach to expanding advisory services and how you can contribute to the firm's ambitious growth plans.
