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Private client tax advisor

Hertford
Permanent
Ten2Two
Tax advisor
Posted: 19h ago
Offer description

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. Youll enjoy autonomy in your role, alongside access to senior support when needed.

What you will be doing:

Managing annual compliance for a po...

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