Private Client Senior Consultant

About the Role

Croner Limited is looking to appoint a Senior Private Client Consultant to join our specialist tax advisory team. This is a fully remote, advisory-only role with no compliance responsibilities, offering the opportunity to work on a wide range of technically challenging and commercially focused projects.

You will support a diverse client base, including individuals, sole traders, partnerships, trusts and estates delivering clear, practical tax advice across a variety of scenarios.  The work is varied, often project-based, and typically delivered at a strategic level rather than high-volume large private client compliance.

Day-to-Day Responsibilities

• Deliver high-quality private client tax advisory services to individuals, businesses and trusts

• Advise on a range of areas including:

  • IHT, Trusts and Estates, including their use in tax efficient wealth management

  • Family Investment Companies, their use in family wealth planning

  • Capital Gains Tax, including application and potential reliefs available

  • Pensions Schemes

  • Incorporation of businesses and property portfolios

  • Residence, including for individuals and trusts

  • Stamp Duty Land Tax

• Contribute to technical content, guidance, and internal knowledge sharing at weekly meetings and for Croner professional publications

• Critical Peer Review of colleagues work.

• Support colleagues and clients with practical, commercially focused solutions

• Provide assistance to the sales team at online client meetings

Candidate Profile

Essential:

• Strong UK private client advisory experience

• Experience working with Individuals and unincorporated businesses

• Broad technical tax knowledge and the ability to apply it in practice

• Strong communication skills with the ability to explain complex concepts clearly

   

Desirable (any of the below):

• Experience in Trusts and Estates

• Experience in Pension Schemes

• Experience in Stamp Duty Land Tax

Skills & Attributes

• Commercially minded with a pragmatic approach

• Strong analytical and problem-solving ability

• Comfortable working remotely and managing workload independently

• Collaborative and supportive team player

• Keen to contribute to technical excellence and knowledge sharing

Why Apply?

• Fully remote, flexible working environment

• Pure advisory role – no compliance work

• Varied and intellectually engaging work

• Opportunity to work with a broad client base

• Supportive, collaborative culture with a strong technical focus