At a Glance
- Tasks: Manage high-net-worth client portfolios and provide expert tax guidance.
- Company: Respected independent financial planning and private wealth business.
- Benefits: Hybrid working, competitive salary, and a collaborative culture.
- Other info: Opportunity for operational oversight in a dynamic environment.
- Why this job: Shape a scalable tax function while building strong client relationships.
- Qualifications: CTA/STEP/ACA desirable with strong tax expertise.
The predicted salary is between 49500 - 60500 £ per year.
PBR Executive Search Ltd is working with a well-respected independent financial planning and private wealth business to recruit a senior tax professional.
You will manage a portfolio of high-net-worth clients, providing expert tax guidance while shaping a scalable tax function.
This senior role combines client relationships, technical tax leadership, and operational oversight, with hybrid working from Bristol, London or Exeter.
CTA/STEP/ACA desirable and a collaborative culture awaits.
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Senior Private Client Tax Lead in Exeter employer: PBR Executive Search Ltd
Join a prestigious law firm in Slough that values its employees and fosters a supportive work culture. With a commitment to professional development, the firm offers ample opportunities for growth and advancement in your legal career, while engaging in meaningful work with a diverse range of clients. Experience the unique advantage of working in a collaborative environment that prioritises both client success and employee satisfaction.
