Before applying for this role, please read the following information about this opportunity found below.
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
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. xgikmsk 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 Please click on the apply button to read the full job description
Private Client Tax Manager 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.
