Private Client Tax Partner

Overview

Lead and grow private client tax portfolio for owners, entrepreneurs, trusts in Reading

Key Responsibilities

• strategy development
• business development
• portfolio management
• tax advisory
• team mentoring

Tasks

-Contribute to national strategy and help shape the future of the private client offering -Drive new business through your network and personal brand across London and the South East -Lead and grow a high-quality portfolio of private clients—ranging from business owners and HNWIs to family offices and trustees -Deliver expert advice on CGT, IHT, trusts, succession planning, and wider wealth structuring -Develop and mentor a growing team of talented private client tax advisors

Requirements

• client relationships
• cgt
• iht
• trusts
• wealth planning
• cta

What You Bring

This is a stand-out opportunity for someone well-networked in the capital—someone who understands how to win work, build meaningful relationships, and lead from the front. -Proven ability to develop and retain high-value client relationships -Expertise in CGT, IHT, trusts, and family wealth planning -CTA/ACA qualified (or equivalent), with deep experience in private client tax advisory

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Benefits

Private Client Tax Partner – Reading Location: Reading (Hybrid working available)

About Advanced Resource Managers

-Known for sourcing highly skilled professionals in technical, engineering, and IT sectors. -Serves clients across multiple industries, with special focus on energy, aerospace, and infrastructure. -Experienced in finding talent for niche, complex roles in the recruitment market. -Successfully delivered recruitment solutions for high-profile projects, including large-scale infrastructure and energy developments. -Trusted by top companies worldwide, offering tailored recruitment strategies for long-term success. -Prides itself on adaptability to evolving industry demands, ensuring they stay at the forefront of global talent acquisition.

Sector Specialisms