Overview
In this role you will join a growing private client tax team within a national accountancy firm in Maidstone. You will own a varied portfolio, oversee compliance, and drive advisory and planning projects for high-net-worth individuals, directors, family businesses, trusts and professionals. You’ll collaborate with colleagues across service lines to provide joined-up advice and help grow the practice. The position blends strategic oversight with hands-on delivery, offering visibility, progression, and an opportunity to shape the private client team’s development.
Responsibilities
- Own and manage a private client portfolio with compliance oversight
- Provide advisory and planning input across income tax, CGT, IHT, trusts, and family wealth matters
- Develop and deliver practical, commercially aware guidance for high-net-worth clients
- Support business development and build client relationships
- Collaborate with colleagues across service lines for coordinated client advice
- Contribute to growth initiatives and the ongoing development of the private client team
Key requirements
- Experience advising high-net-worth individuals and business owners; ability to manage a portfolio and oversee compliance
- Strong advisory and planning capabilities in private client tax
- Client relationship management and communication skills
- Interest in driving business development and team growth
- client-facing
- relationship-building
- commercial awareness
- income tax
- CGT
- IHT
…
