Description
At R T Marke, we are a dynamic and forward-thinking accountancy firm, renowned for delivering high-quality audit, tax, and advisory services to a diverse client base, including high-net-worth individuals and owner-managed businesses. We take a client-centric approach, offering tailored solutions that build long-term relationships based on trust, technical excellence, and a deep understanding of our clients' personal and business needs.
With a strong regional presence and an entrepreneurial culture, we provide strategic support in areas including inheritance tax (IHT), capital gains tax (CGT), income tax, and estate planning. Our goal is to help clients protect and grow their wealth across generations.
Key Responsibilities
We are looking for an experienced Head of Tax to lead and expand our private client offering. You will bring deep technical knowledge and commercial insight, enabling you to deliver strategic tax advice to high-net-worth individuals, families, entrepreneurs, and business owners.
As a senior leader within the firm, you will play a key role in managing complex client relationships, delivering high-value advisory work, and driving growth in this crucial service line.
* Client Relationship Management: Build and maintain trusted relationships with high-net-worth individuals, families, and business owners, acting as a primary advisor across personal tax matters.
* Advisory Expertise: Provide advanced tax planning and structuring advice, with particular expertise in inheritance tax (IHT), capital gains tax (CGT), trusts, estate planning, residence and domicile, and personal income tax.
* Compliance Oversight: Ensure clients meet all relevant personal tax compliance obligations, mitigating risk while identifying planning opportunities.
* Project Leadership: Lead complex tax planning assignments from end to end, ensuring high-quality delivery aligned with client objectives.
* Legislative Awareness: Stay ahead of UK tax legislation and regulatory changes, ensuring clients and colleagues are informed and equipped to respond.
* Team Leadership: Mentor and develop junior and mid-level tax professionals, fostering a culture of learning and high performance.
* Business Development: Support the growth of the private client team by contributing to new business pitches, networking activities, and thought leadership initiatives.
Skills, Knowledge & Expertise
* Significant experience in private client tax advisory, ideally gained in a reputable accountancy or wealth advisory firm
* Strong expertise in IHT and CGT planning, with a solid understanding of trusts, estate planning, and personal tax structures
* Relevant qualifications such as ACA, ACCA, or CTA (or equivalent)
* Proven ability to lead complex advisory projects and manage high-value client relationships
* Strong leadership skills and experience developing junior staff
* Commercial awareness and the ability to identify new opportunities for clients and the firm
The Qualities You Bring
* Relationship-focused with a passion for delivering exceptional service
* Entrepreneurial mindset with a keen eye for new opportunities and practical solutions
* A collaborative team player who leads by example
* Analytical thinker who can simplify complex tax issues for clients
* Committed to mentoring others and contributing to a positive team culture
Why Us?
At R T Marke, you'll join a firm that values innovation, collaboration, and long-term client impact. As a Head of Tax, you'll have the autonomy to shape and grow our offering while working alongside a supportive and driven leadership team.
We foster a flexible, inclusive workplace where everyone is supported to thrive and grow. If you're ready to make a meaningful impact in a progressive and ambitious firm, we'd love to hear from you.
About RT Marke
At R.T. Marke & Co, we are an established and growing accountancy and business advisory firm with offices in Bideford and Exeter. With over 30 years of experience, we specialise in providing personalised services to small and medium-sized businesses across diverse sectors.
Our focus is on helping our clients grow and succeed through proactive support in tax planning, business development, and financial management. We pride ourselves on building long-lasting relationships and treating our clients' businesses with the same care as our own.
R.T.Marke is part of the Sumer Group, enabling us to leverage broader expertise and resources while maintaining a local touch.