Job Description
My client is a well-established Top 30 professional services firm with a strong reputation in the private client market. Their 30-strong Private Client team, including 4 Partners, advises HNWIs, families, and trusts on complex UK tax matters and estate planning. They are now seeking an experienced candidate to support the leadership team in delivering high-quality advisory and compliance services, helping grow the offering and mentoring junior staff.
This role offers a clear pathway to Partner within a collaborative, technically strong, and ambitious team.
Key Responsibilities:
• Manage a portfolio of high-net-worth individuals, trusts, and estates
• Lead UK tax compliance and advisory work, ensuring timely delivery and recoverability
• Review and sign off tax computations and returns
• Advise clients on tax planning and identify cross-service opportunities
• Contribute to business development through networking, seminars, and technical content
• Provide technical support and mentorship across the Private Client team
• Drive internal quality assurance and professional development
Requirements:
• CTA qualified with strong knowledge of UK private client tax
• Experience advising HNW/UHNW clients and their structures
• Strong communication, leadership, and networking skills
• Commercially minded with a collaborative approach
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
