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 relationships.
- Benefits: Fully remote, part-time hours, and genuine flexibility.
- Other info: Ideal for those seeking autonomy and a high-quality work environment.
- Why this job: Join a respected firm and make a real impact on clients' financial well-being.
- Qualifications: Experience in private client tax, particularly with trusts and estates.
The predicted salary is between 54000 - 66000 £ 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 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.
- Support a portfolio of high net worth individuals, families and trusts, covering both compliance and advisory matters.
- Manage annual compliance for a portfolio of clients, including high net worth individuals, families and trusts.
- Support planning and advisory work across Capital Gains Tax, Inheritance Tax, trusts and family wealth structures.
- Support investment relief work, particularly EIS and SEIS.
- Build trusted relationships with clients and professional introducers.
- Work collaboratively with senior advisers to deliver a high-quality service.
- Personal tax compliance for high net worth individuals.
- EIS and SEIS claims and associated planning.
- CGT planning, including property and family scenarios.
- IHT and estate planning (experience of Estate Accounts and/or IHT400 a plus).
Strong attention to detail and pride in producing high-quality work. 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.
Fully remote working. Flexible working pattern.
If you're looking for a high-quality private client role that offers genuine flexibility and autonomy, we'd love to hear from you.
Full time equivalent actual salary will depend on hours agreed.
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