At a Glance
- Tasks: Manage tax compliance and advisory for high net worth clients, families, and trusts.
- Company: Boutique private client tax advisory firm known for personal approach and long-term relationships.
- Benefits: Fully remote work, flexible hours, competitive salary, and supportive environment.
- Other info: Opportunity to work with high-calibre clients in a dynamic, supportive team.
- Why this job: Join a respected firm and make a real impact while enjoying genuine flexibility.
- Qualifications: Experience in personal tax compliance, trusts, and strong communication skills.
The predicted salary is between 22500 - 27000 € per year.
Are you an experienced Private Client Tax Adviser looking for genuine flexibility without compromising on the quality of your work or clients? This is an opportunity to join a respected, boutique private client firm working with high net worth individuals, families and trusts all on a fully remote, part-time basis.
Our client is a small, successful private client tax advisory firm, established in 2008 by a highly regarded tax specialist. They are known for their personal approach and long-term client relationships. They take the time to truly understand each client's circumstances, goals and priorities, delivering advice that is clear, practical and technically strong. They are now seeking a capable and motivated private client professional to join their team for around 20 hours per week, fully remote.
This role could suit someone currently working within a private client solicitors firm particularly a STEP member or TEP-qualified professional with experience in trusts and estates. The work is varied and intellectually rewarding. You will support a portfolio of high net worth individuals, families and trusts, covering both compliance and advisory matters. You'll enjoy autonomy in your role, alongside access to senior support when needed.
What you will be doing:
- Managing annual compliance for a portfolio of clients, including high net worth individuals, families and trusts
- Supporting planning and advisory work across Capital Gains Tax, Inheritance Tax, trusts and family wealth structures
- Assisting with residence, domicile and foreign income matters
- Supporting investment relief work, particularly EIS and SEIS
- Building trusted relationships with clients and professional introducers
- Working collaboratively with senior advisers to deliver a high-quality service
About You
We would love to hear from you if you bring experience in some of the following (it doesn't need to be everything):
- Personal tax compliance for high net worth individuals
- Trust and estate work (compliance and/or advisory)
- EIS and SEIS claims and associated planning
- CGT planning, including property and family scenarios
- IHT and estate planning
- A client-friendly, professional communication style
- Confidence working independently, with support available
- Strong attention to detail and pride in producing high-quality work
Qualifications such as ATT, CTA or STEP are welcomed. Our client is particularly keen to meet candidates who have trained or worked within a quality professional firm environment and bring that same rigour and care to their work.
What's on Offer?
- Fully remote working
- Flexible working pattern
- Around 20 hours per week (exact structure open to discussion)
- Salary up to £45k FTE (c.£22.5k pro rata for 20 hours)
- The opportunity to work with high-calibre clients in a supportive, specialist firm
If you're looking for a high-quality private client role that offers genuine flexibility and autonomy, we'd love to hear from you. Apply now or contact the Ten2Two team for a confidential discussion.
Locations
Private Client Tax Advisor in Cheshire, Warrington employer: Ten2Two Ltd
Join a respected boutique private client tax advisory firm that prioritises genuine flexibility and high-quality work. With a focus on personal relationships and tailored advice for high net worth individuals, families, and trusts, this fully remote role offers autonomy, a supportive culture, and the chance to work with prestigious clients while maintaining a healthy work-life balance. Enjoy the benefits of flexible hours and a collaborative environment that fosters professional growth and development.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisor in Cheshire, Warrington
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, or even reach out to former colleagues. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back on showcasing your knowledge. Share insights about tax compliance, trusts, or any relevant experience. This will help you stand out as a candidate who knows their stuff!
✨Tailor Your Approach
Every firm is different, so make sure you tailor your conversations to align with their values and needs. Research the company beforehand and mention how your skills can specifically benefit them. It shows you’re genuinely interested!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that role! We’ve got all the latest openings, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Private Client Tax Advisor in Cheshire, Warrington
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Advisor role. Highlight your experience with high net worth individuals, trusts, and estates to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about private client tax advisory work and how your background aligns with our client's needs. Keep it personal and engaging!
Showcase Your Communication Skills:Since this role involves building trusted relationships, make sure your application demonstrates your client-friendly communication style. We want to see how you can connect with clients and colleagues alike!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Ten2Two Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of personal tax compliance, trusts, and estate planning. Familiarise yourself with the latest regulations and common issues faced by high net worth individuals. This will show that you're not just qualified but genuinely interested in the role.
✨Showcase Your Client Skills
Since this role involves building trusted relationships, be prepared to discuss how you've successfully managed client relationships in the past. Share specific examples where your communication style made a difference, especially in complex situations.
✨Demonstrate Your Autonomy
Highlight instances where you've worked independently and taken initiative. The firm values autonomy, so share stories that illustrate your ability to manage your workload effectively while still delivering high-quality results.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client relationships and their expectations for the role. This not only shows your interest but also helps you gauge if the firm aligns with your professional values and goals.
