ABOUT THE ROLE

Join a newly established and expanding team based in Worcester. With hybrid and flexible working options, this is a fantastic opportunity for an experienced professional to play a key role in advising a wide variety of private clients, including high-net-worth individuals.

KEY RESPONSIBILITIES

• Provide expert advice on estate and succession planning to clients with complex financial and tax profiles.
• Handle Inheritance Tax, Capital Gains Tax, and (ideally) Corporate Tax matters.
• Collaborate across divisions to offer comprehensive, tailored client solutions.
• Stay current with tax legislation and proactively communicate changes to clients.
• Participate in business development, contribute to seminars, and produce thought leadership content.