Join to apply for the Head of Tax role at R T Marke & Co Ltd
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Location:
Bideford
Department:
Corporate Tax
At R T Marke, we are a dynamic and forward-thinking accountancy firm, renowned for delivering high-quality audit, tax, and advisory services to a diverse client base, including high-net-worth individuals and owner‑managed businesses. We take a client‑centric approach, offering tailored solutions that build long‑term relationships based on trust, technical excellence, and a deep understanding of our clients’ personal and business needs.
With a strong regional presence and an entrepreneurial culture, we provide strategic support in areas including inheritance tax (IHT), capital gains tax (CGT), income tax, and estate planning. Our goal is to help clients protect and grow their wealth across generations.
Key Responsibilities- Lead and expand our private client offering, delivering strategic tax advice to high-net-worth individuals, families, entrepreneurs, and business owners.
- Manage complex client relationships, deliver high-value advisory work, and drive growth in this crucial service line.
- Build and maintain trusted relationships with high-net-worth individuals, families, and business owners, acting as a primary advisor across personal tax matters.
- Provide advanced tax planning and structuring advice, with particular expertise in IHT, CGT, trusts, estate planning, residence and domicile, and personal income tax.
- Ensure clients meet all relevant personal tax compliance obligations, mitigating risk while identifying planning opportunities.
- Lead complex tax planning assignments from end to end, ensuring high-quality delivery aligned with client objectives.
- Stay ahead of UK tax legislation and regulatory changes, keeping clients and colleagues informed and equipped.
- Mentor and develop junior and mid-level tax professionals, fostering a culture of learning and high performance.
- Support the growth of the private client team by contributing to new business pitches, networking activities, and thought leadership initiatives.
- Significant experience in private client tax advisory, ideally gained in a reputable accountancy or wealth advisory firm.
- Strong expertise in IHT and CGT planning, with a solid understanding of trusts, estate planning, and personal tax structures.
- Relevant qualifications such as ACA, ACCA, CTA, or equivalent.
- Proven ability to lead complex advisory projects and manage high-value client relationships.
- Strong leadership skills and experience developing junior staff.
- Commercial awareness and the ability to identify new opportunities for clients and the firm.
- Relationship-focused with a passion for delivering exceptional service.
- Entrepreneurial mindset with a keen eye for new opportunities and practical solutions.
- A collaborative team player who leads by example.
- Analytical thinker who can simplify complex tax issues for clients.
- Committed to mentoring others and contributing to a positive team culture.
As Head of Tax, you’ll have the autonomy to shape and grow our offering while working alongside a supportive and driven leadership team. We foster a flexible, inclusive workplace where everyone is supported to thrive and grow.
Other Details- Seniority level:
Director - Employment type:
Full-time - Job function:
Accounting/Auditing and Finance - Industry: Accounting
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