Senior Personal Tax Advisor – Lead HNW Clients

Senior Personal Tax Advisor – Lead HNW Clients

Full-Time 50000 - 70000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Manage a portfolio of high-net-worth clients and handle their personal tax needs.
  • Company: A people-focused independent firm with a strong regional presence.
  • Benefits: Competitive salary, supportive culture, and opportunities for professional growth.
  • Other info: Join a dynamic team with a focus on innovation and client satisfaction.
  • Why this job: Make a real difference for clients while modernising tax processes.
  • Qualifications: Experience in personal tax and excellent client management skills.

The predicted salary is between 50000 - 70000 Β£ per year.

Longman Tax Recruitment is seeking a Personal Tax Senior for our client, a regional independent firm with a people-focused culture.

You will manage a growing portfolio of high-net-worth individuals, directors, and self-employed professionals, meeting clients to discuss needs, updating them, and handling queries.

You will support the Partner with project work, including modernising processes to improve the service offering.

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Senior Personal Tax Advisor – Lead HNW Clients employer: Longman Tax Recruitment

Join a dynamic and supportive team at a regional independent firm that prioritises a people-focused culture, offering you the chance to work closely with high-net-worth clients. With a commitment to employee growth, you will have access to ongoing professional development opportunities and be encouraged to contribute to innovative projects that enhance service delivery. Located in a vibrant area, this role not only promises meaningful work but also a collaborative environment where your contributions are valued.

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Contact Details:

Longman Tax Recruitment Recruitment Team

We think you need these skills to ace Senior Personal Tax Advisor – Lead HNW Clients

Client Management
Tax Advisory
High-Net-Worth Individual Expertise
Communication Skills
Project Management
Process Improvement
Problem-Solving Skills