Private Client Department – Tax Specialist

Private Client Department – Tax Specialist

Barker Gotelee is a highly regarded Chambers/Legal 500 rated firm established in 1988, based at Martlesham Heath, on the eastern outskirts of Ipswich, in Suffolk. We are seeking a capable and committed Private Client Lawyer, Legal Executive or Accountant with specialist knowledge and interest in taxation, to join our growing and ambitious Private Client Department (PCD).

This role will require managing and developing a caseload of predominantly high net worth (HNW) clients, drawn mainly from Suffolk, but also from across East Anglia.

Like all other members of the PCD team, the ideal candidate will enjoy an interesting, challenging and varied workload.  The work will involve understanding and applying technical areas of taxation law, to a high standard and with strong attention to detail.  Consequently, there will be opportunities to become meaningfully involved in technically challenging projects for HNW clients, where your expertise will be valued.  You will be given responsibility within a supportive environment, which encourages continuous professional development. 

An interest in, and enthusiasm for, tax advice is vital.  Experience in advising farmers, land owners and HNW clients would be an asset.  We would expect applicants to be members of STEP, to hold a CIOT or other professional tax advice qualification, or to be in the process of acquiring such a membership or qualification.  The ideal candidate will be able to advise on Inheritance Tax, especially APR and BPR, Capital Gains Tax, Stamp Duty Land Tax and Income Tax.

This role will ideally suit a lawyer, chartered legal executive or accountant circa 5 years + PQE.  However, these professions and associated PQE are offered as guidelines only. We would be interested to hear from anyone who can demonstrate the necessary capabilities required effectively to fulfil the role.

Applicants must be commercially minded, team-oriented, able to work confidently and efficiently and put excellent client service at the heart of their work.  This will include being able to deliver key information clearly and succinctly to clients.  Applicants must also have proven fee-earning, case management and client development skills, together with excellent organisational and financial management discipline.  The ability to see the bigger picture, whilst not missing any of the finer details will also be important, as will the ability to work independently, from time-to-time, demonstrating your initiative.

A desire and ability to contribute effectively to marketing, networking and business-development activities, both for the Department and the Firm as a whole, is also required.  You will be encouraged to develop long-lasting relationships with clients.

A competitive salary, dependent on qualifications, experience and record of achievement, together with an attractive benefits package, is offered for this role.  The benefits package includes a minimum 24 days’ holiday per year (pro-rata) plus Public Holidays, a contributory pension scheme, private medical insurance, life insurance and free car-parking.  The Firm’s premises are within easy access of the A12 and 66 Bus Route.

To apply, please send your up-to-date CV, attaching a covering to David Woollard, HR Consultant, david.woollard@barkergotelee.co.uk. Your covering letter should explain why you are interested in the role and why you think you would be successful in it, highlighting your stand-out career achievements to-date, together with your professional plans and ambitions.