Private Client Liaison

2 days ago


Leeds, Leeds, United Kingdom Georgiana Head Recruitment Limited Full time
Georgiana Head Recruitment Limited is currently seeking a highly skilled Private Client Liaison to join their team in either Leeds or York. This role can be tailored to suit an individual at any level of experience, from junior manager to senior manager. The ideal candidate will have a mix of experience working with HNW individuals, trusts, and entrepreneurs, providing advice on family investment companies, structuring property assets, and international tax issues arising from properties in different locations. Additionally, they will have expertise in IHT and CGT planning and the ability to manage and develop more junior hires. A relevant qualification, such as CTA, ATT, STEP, ICAS, ACA, or equivalent, is highly desirable. The firm offers hybrid and flexible working arrangements within a friendly team environment.
  • Highest estimated salary for this position is £60,000 - £80,000 per annum.
  • This figure is based on industry standards and location considerations.
The role involves managing a diverse portfolio of clients, including high net worth individuals, trusts, and entrepreneurs, providing expert advice on complex tax matters. The successful candidate will have strong analytical and communication skills, with the ability to work effectively in a fast-paced environment. They will also possess excellent interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. A competitive salary, benefits package, and opportunities for professional development are on offer. If you are a motivated and experienced tax professional looking for a new challenge, please submit your application.

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