Private Client Advisory Leader

1 month ago


Leatherhead, Surrey, United Kingdom Pro Talent Full time
Key Responsibilities
  • Deliver tax planning and advisory services to private clients, including non-dom and international clients, family offices, offshore trusts, and estate planning.
  • Assist senior partners with complex enquiries and identify cross-selling opportunities.
  • Mentor and develop junior managers and trainees.
  • Communicate effectively with clients and colleagues.


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