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Private Client Advisory Manager/SM

2 months ago

Rushden, Northamptonshire, United Kingdom Hays Specialist Recruitment Limited Full time

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 advisory services 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 Chartered Tax Adviser (CTA) qualified with the ability to work collaboratively with others in the team. They must possess a strong background in personal tax gained within a UK practice and will have had exposure to tax planning/advisory matters.

What We Offer

The successful candidate will join a dynamic and evolving firm with clear ambition, offering plenty of scope for progression within the business. A comprehensive benefits package, competitive salary, and flexible/hybrid working are offered as standard.