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Associate, Private Client Services
3 months ago
Description
Alvarez & Marsal Taxand, an affiliate of Alvarez & Marsal (A&M), a leading global professional services firm, is an independent tax group made up of experienced tax professionals dedicated to providing customised tax advice to clients and investors across a broad range of industries.
Its professionals extend A&M's commitment to offering clients a choice in advisors who are free from audit-based conflicts of interest and bring an unyielding commitment to delivering responsive client service.
A&M Taxand has offices in major metropolitan markets throughout the U.S. and serves the U.K. and EMEA from its base in London.
Alvarez & Marsal Taxand is a founder of Taxand, the world's largest independent tax organization, which provides high quality, integrated tax advice worldwide.
Taxand professionals, including almost 550 partners and more than 2,500 advisors in 50 countries, grasp both the fine points of tax and the broader strategic implications, helping clients mitigate risk, manage their tax burden and drive the performance of their business.
Private Client - Associate
The Private Client team at A&M has enjoyed exponential growth since 2019. The team has developed into a close knit and supportive group who are committed to delivering exceptional client service.
Private client tax matters can be extremely challenging and often involve complex interactions between the principal taxes in the UK and globally.
Our team of experts manage all aspects of private client advisory issues to help clients mitigate or avoid costly mistakes.
Our Private Client team has a diverse and thriving portfolio of notable private individuals and their families who expect a tailored and focused approach to tax planning.
We help and support our clients by identifying their key tax concerns and advising on strategies to address those concerns.
We help clients with a wide range of issues, most of which cover international private client matters including:- Business exit and wealth preservation strategies
- Structuring new ventures
- Succession planning
- Prearrival tax and exit planning for families moving tax residence
- The use of overseas structures, particularly for nonUK domiciled individuals
- Acquisition of personal assets e.g. real estate and other assets
As a result of this breadth, along with A&M's growth, we are again expanding the tax practice rapidly and looking to recruit an Associate into the team.
Primary responsibilities:
- Build and maintain client relationships with the support of the team:
- Dealing directly with clients to build relationships and be the point of contact
- Liaising with tax specialists in other areas within A&M
- Be involved in all aspects of private client tax advice:
- Actively participating in meetings
- Day to day point of contact and regular exposure to clients
- Drafting tax advisory reports on a wide range of matters covering all taxes faced by individuals, their families and structures
- Providing clients with adhoc advice on day to day planning issues
Other responsibilities:
- Providing advice regarding tax technical issues in the UK and globally
- Undertaking technical research
Qualifications:
- ACA or CTA qualified with personal tax advisory experience
Personal qualities:
- A selfassured and engaging communicator
- Ability to direct others while teaching and coaching them
- Flexibility in approach to clients and advice
- Enjoy working in a close and dynamic team
- Energetic with the ability to grow
What can we offer you?
- Leadership: Growing leadership team and highquality colleagues to work with in a fun and collegiate environment.
- Career development: A&M is rapidly expanding. The opportunities for internal career progression as A&M Taxand grows is apparent.
- Technical development: We will support your continuing professional development within this tax team through work opportunities and coaching from our experienced senior team.
- Remuneration: A&M offers a competitive salary and an excellent and genuinely performance related bonus scheme where individuals' contribution to the team's success is identified during the year.
