About Our ClientOur client is one of the UK’s fastest-growing accountancy and advisory firms, with a legacy of excellence dating back to 1881. Known for simplifyingplexity and delivering impactful solutions, they support individuals and businesses across generations with services spanning tax, audit, advisory, corporate finance, and restructuring.With a strong reputation in the Private Client space—particularly in Landed Estates and rural businesses—this is a firm where ambition is nurtured, and careers are built.
The OpportunityAre you ready to take the next step in your Private Client Tax career? Join a collaborative and high-performing team in Salisbury, just a short walk from the train station and nestled in a charming market town.
You’ll manage a diverse portfolio of high-net-worth individuals, entrepreneurs, trusts, and partnerships—many withplex and rewarding tax challenges. This is a fantastic opportunity to work closely with Partners and Directors on strategic planning initiatives, including succession planning and inheritance tax strategies.
Key Responsibilities
1. Manage a portfolio of HNWIs, Landed Estates, agricultural clients, and trusts.
2. Lead or support tax planning projects involving trusts, corporate structures, CGT, and IHT.
3. Collaborate with other service lines to deliver integrated client solutions.
4. Overseepliance and advisory workpleted by junior staff.
5. Build and maintain strong client relationships, identifying new opportunities.
6. Mentor and develop junior team members, providing technical and personal guidance.
What We’re Looking For
7. Significant experience in Private Client Tax within a professional services firm.
8. Strong technical knowledge of UK tax legislation and planning strategies.
9. Proven ability to manageplexpliance and advisory work.
10. Excellentmunication and client relationship skills.
11. ACA and/or CTA qualified.
12. Experience with Landed Estates or rural clients is a plus.
What’s on Offer
13. Private medical insurance & life assurance
14. Generous holiday allowance + option to buy more
15. Hybrid working model
16. Pension contributions
17. Season ticket loan & cycle to work scheme
18. Fully funded professional development
19. Inclusive, supportive culture with active DEI initiatives
If this opportunity aligns with your experience and you're open to exploring a new challenge, we’d love to hear from you.You can apply directly, or for a confidential conversation, feel free to contact Lorna Pilling on 07900 224915.Please note: All applicants must already hold the legal right to work in the UK at the time of application. #4710264 - Lorna Pilling