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Tax Planning Specialist
2 months ago
Company Overview
Hays Specialist Recruitment Limited is a leading recruitment agency that specializes in placing top talent in accounting and finance roles. Our client, a rapidly expanding firm of accountants, is seeking a highly skilled Private Client Advisory Manager/SM to join their team.
About the Role
The Private Client Advisory Manager/SM will be responsible for working with high net worth individuals (HNWIs) and business owners to provide guidance on personal tax matters. This will involve providing advice on inheritance tax, trusts, asset disposal relief, residency matters, and other aspects affecting personal wealth.
Key Responsibilities
- Supporting the Private Client Tax Partners in providing tax planning advice to clients
- Working with a varied client base on personal tax planning projects
- Providing advice on inheritance tax, trusts, asset disposal relief, residency matters, and other aspects affecting personal wealth
- Some compliance responsibilities, but the role is advisory focused
Requirements
The ideal candidate will be a Chartered Tax Adviser (CTA) with a strong background in personal tax gained within a UK practice. They will have had exposure to tax planning/advisory matters and be able to work collaboratively with others in the team.
What We Offer
The successful candidate will join a dynamic and evolving firm with clear ambition. They will have the opportunity to progress within the business and will be offered a comprehensive benefits package, competitive salary, and flexible/hybrid working arrangements.
