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 strong client relationships.
- Benefits: Fully remote work, flexible hours, and supportive team environment.
- Other info: Enjoy autonomy in your role with access to senior support when needed.
- Why this job: Join a respected firm and make a real impact on clients' financial well-being.
- Qualifications: Experience in private client tax, preferably STEP member or TEP-qualified.
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 basis.
Our Client
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 clients 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.
The Role
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.
Youll 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...
Private Client Tax Adviser in Tring employer: Ten2Two
As a leading specialist in the hire, sale, and maintenance of forklift trucks and materials handling equipment, our client offers an exceptional work environment that fosters autonomy and personal growth. With over 40 years of industry experience, employees benefit from a supportive culture that encourages relationship-building and provides ample opportunities for professional development, all while enjoying the flexibility of a field-based role in the vibrant SL, RH, and KT postcode areas. The uncapped commission scheme further enhances the potential for financial rewards, making this an attractive opportunity for driven sales professionals.
