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Private Client Advisory Manager/SM
2 months ago
About the Role
The successful candidate will join Hays Senior Finance as a Private Client Advisory Manager/SM, working with a rapidly expanding firm of accountants to further grow their private client service line. This advisory-focused role will involve working with High Net Worth Individuals (HNWIs) and business owners to provide guidance on personal tax matters.
Key Responsibilities
- Supporting the Private Client Tax Partners in providing advice on inheritance tax, trusts, asset disposal relief, residency matters, and other aspects affecting personal wealth.
- Working with a varied client base on personal tax planning projects, including tax planning and advisory matters.
- Some compliance responsibilities, but the role is primarily advisory focused.
Requirements
- CTA qualified with the ability to work collaboratively with others in the team.
- Strong background in personal tax gained within a UK practice.
- Exposure to tax planning/advisory matters.
What We Offer
- A comprehensive benefits package.
- A competitive salary.
- Flexible/hybrid working arrangements.
