Senior Tax Adviser

• CTA, ACCA, ACA and/or equivalent qualified.
• Significant post-qualified experience within private client tax.
• Strong technical knowledge across UK personal taxation.
• Experience advising high-net-worth individuals, entrepreneurs and owner-managed businesses.
• Proven ability to manage client relationships and deliver commercially focused advice.
• Entrepreneurial mindset with the ability to operate autonomously.
• Comfortable building new service lines and developing business opportunities.
• Strong communication and relationship-building skills.
• Experience within a leadership, managerial or senior advisory role.
• Exposure to sports, media, entertainment or high-profile clients would be advantageous.
• UK/US cross-border tax experience would be highly desirable but is not essential.
• Ambitious and motivated by the opportunity to build something with genuine long-term value.

• Salary £60,000 - 80,000
• Performance-related bonus structure
• Equity participation opportunities linked to growth milestones
• Remote Role with Travel
• Immediate access to an established referral pipeline
• Opportunity to build and lead an entire division
• Direct exposure to high-net-worth and high-profile clients
• Significant autonomy and decision-making responsibility
• Clear pathway to Director and leadership-level influence
• Opportunity to recruit and build your own team

Summary

• Build and lead a new tax division with equity potential.
• Access a ready-made HNW referral pipeline from day one.

About Our Client

Our client is a successful and rapidly growing financial services group with an established reputation for advising high-net-worth individuals, entrepreneurs, business owners and prominent professionals. Having built a strong wealth management offering, the business is now investing in the creation of a dedicated tax and accountancy division to provide a fully integrated service to its client base.
The existing client network includes a number of high-net-worth and high-profile individuals, creating a rare opportunity for an experienced tax professional to build a practice with immediate access to high-quality work and referral opportunities.

This position offers the chance to move beyond traditional tax advisory work and become a key leader within an ambitious business, directly influencing growth strategy, service offerings and future recruitment plans.

Job Description

• Establish and lead a new tax and accountancy division.
• Deliver private client tax advisory and compliance services to high-net-worth individuals, business owners and entrepreneurial clients.
• Advise clients on a broad range of personal tax matters including income tax, capital gains tax and inheritance tax planning.
• Support owner-managed businesses with their tax and accountancy requirements.
• Develop strong client relationships and act as a trusted adviser to high-net-worth and high-profile individuals.
• Build a sustainable portfolio of clients through referrals and business development activity.
• Work closely with wealth advisers to deliver integrated planning solutions.
• Develop operational processes, procedures and service offerings for the division.
• Ensure regulatory and professional compliance requirements are met.
• Identify opportunities to expand services across the existing client base.
• Recruit, mentor and manage future team members as the practice grows.
• Contribute to the strategic direction and long-term growth of the business.

The Successful Applicant

• CTA, ACCA, ACA and/or equivalent qualified.
• Significant post-qualified experience within private client tax.
• Strong technical knowledge across UK personal taxation.
• Experience advising high-net-worth individuals, entrepreneurs and owner-managed businesses.
• Proven ability to manage client relationships and deliver commercially focused advice.
• Entrepreneurial mindset with the ability to operate autonomously.
• Comfortable building new service lines and developing business opportunities.
• Strong communication and relationship-building skills.
• Experience within a leadership, managerial or senior advisory role.
• Exposure to sports, media, entertainment or high-profile clients would be advantageous.
• UK/US cross-border tax experience would be highly desirable but is not essential.
• Ambitious and motivated by the opportunity to build something with genuine long-term value.

What's on Offer

• Salary £60,000 - 80,000
• Performance-related bonus structure
• Equity participation opportunities linked to growth milestones
• Remote Role with Travel
• Immediate access to an established referral pipeline
• Opportunity to build and lead an entire division
• Direct exposure to high-net-worth and high-profile clients
• Significant autonomy and decision-making responsibility
• Clear pathway to Director and leadership-level influence
• Opportunity to recruit and build your own team