Gleeson Recruitment Group
Senior Private Client Tax Consultant
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Senior Private Client Tax Consultant
Fully Remote | UK-based
Are you an experienced Private Client Tax specialist who still enjoys the technical side of tax, but is becoming less enthusiastic about compliance, timesheets, fee targets and business development?
This could be a very interesting next step.
We’re working with a growing tax consultancy looking for an experienced Senior Private Client Tax Consultant to join its fully remote team.
This is a role designed for someone who wants to get stuck into the work they really qualified for solving complex tax problems, providing technical advice and producing high-quality written reports.
There is absolutely no compliance involved.
What you’ll be doing
You’ll work on a broad range of technically interesting Private Client matters, including:
- Advising on Inheritance Tax, Capital Gains Tax, Income Tax and SDLT
- Supporting succession and estate planning, including lifetime gifts, trusts and business structures
- Advising on IHT and CGT reliefs and planning opportunities
- Providing advice around property, partnerships and SDLT
- Researching complex technical issues and developing practical solutions
- Producing high-quality advisory reports, letters and technical guidance
- Working with accountants ranging from sole practitioners through to Top 100 firms
- Sharing your expertise and helping other tax professionals with technically challenging issues
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What makes this different?
This isn't a traditional practice role.
- There are no tax returns, no compliance portfolio, no fee targets and no expectation to go out and win business.
Instead, you'll be able to focus on what you enjoy and what your experience has equipped you to do: technical tax advisory work.
It's an opportunity to take the knowledge you've built over a substantial tax career and put it to use every day, without the distractions that often come with a senior role in practice.
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About you
We're particularly interested in speaking with CTA-qualified professionals currently operating at Manager, Senior Manager, Associate Director or Director level, with strong experience in Private Client Tax.
You'll ideally have:
- Significant Private Client Tax advisory experience
- Strong technical knowledge across IHT, CGT, Income Tax and SDLT
- Experience advising high-net-worth individuals, families, estates or owner-managed businesses
- A genuine enjoyment of technical research and problem-solving
- Excellent written communication skills
- The ability to explain complex tax issues clearly and practically
If you're an experienced tax professional who wants to step away from the timesheets, compliance and commercial pressures and get back to the technical work you qualified for, we'd love to hear from you.
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