At a Glance
- Tasks: Lead high-level tax advisory services for private clients and manage complex portfolios.
- Company: Clark Wood, a leading firm in tax advisory with a focus on client relationships.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Join a dynamic team in Taunton with a diverse client base.
- Why this job: Make a real impact by advising high-net-worth clients on complex tax matters.
- Qualifications: CTA Qualified Manager or Senior Manager with experience in tax portfolio management.
The predicted salary is between 49500 - 60500 £ per year.
Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Taunton. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios.
You will lead high-level advisory and planning services for private clients, including IHT and CGT planning, residences and domicile matters, and contribute to business development to grow the tax portfolio.
Senior Private Client Tax Lead – HNW & Estates Advisory employer: Clark Wood
Clark Wood is an excellent employer, offering a supportive work culture that prioritises employee growth and development. Located in Cannock, the firm provides a competitive salary and the chance to work with a diverse client base, ensuring that every day brings new challenges and opportunities for professional advancement.
