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Private Client Advisory Manager/SM
3 months ago
Your new companyRapidly expanding firm of accountants seeking to further grow their private client service line in a role which will be advisory focused, working with HNWIs and business owners to provide guidance on a range of personal tax matters. Great opportunity to join a multi-office firm who continue to build their business through both acquisition and organic growth.
Your new roleSupporting the Private Client Tax Partners, this role will involve working with a varied client base on personal tax planning projects. This may involve providing advice on inheritance tax, trusts, asset disposal relief, residency matters and other aspects affecting personal wealth. You will have some compliance responsibilities, but the role is advisory focused.
What you'll need to succeedThe ideal candidate will be CTA qualified with the ability to work collaboratively with others in the team. You must possess a strong background in personal tax gained within a UK practice and will have had exposure to tax planning/ advisory matters.
What you'll get in returnYou will join an evolving firm with clear ambition, offering plenty of scope for the successful Personal Tax Manager/ Senior Manager who joins their growing team to progress within the business. A comprehensive benefits offering, competitive salary and flexible/ hybrid working are offered as standard.
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