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Senior Private Client Advisory Manager
2 months ago
Senior Private Client Advisory Manager
Employer Overview
A dynamic and rapidly growing firm of accountants is looking to enhance their private client advisory services. This position is primarily advisory in nature, focusing on high-net-worth individuals (HNWIs) and business proprietors, providing expert guidance on various personal tax issues. This is an excellent opportunity to become part of a multi-office organization that is expanding through both strategic acquisitions and organic growth.
Role Responsibilities
In collaboration with the Private Client Tax Partners, the successful candidate will engage with a diverse clientele on personal tax planning initiatives. Key responsibilities will include:
- Offering strategic advice on inheritance tax, trusts, asset disposal relief, residency issues, and other factors influencing personal wealth.
- Managing some compliance tasks, while maintaining a strong focus on advisory services.
Candidate Profile
The ideal applicant will hold a CTA qualification and demonstrate the ability to work effectively within a team environment. A robust background in personal tax acquired within a UK practice is essential, along with experience in tax planning and advisory roles.
Benefits and Opportunities
Joining this forward-thinking firm presents a unique opportunity for the successful Personal Tax Manager/Senior Manager to advance within the organization. The firm offers a comprehensive benefits package, a competitive salary, and flexible/hybrid working arrangements as standard.
