UK Private Client Tax Associate Director
2 weeks ago
Job Overview
Buzzacott is a leading provider of specialist services to high net worth individuals and families. We are seeking an experienced Tax Associate Director to join our team of experts in Private Client Services.
Main Responsibilities:
- Portfolio Management: Manage a portfolio of high net worth personal, trust, and estate clients in relation to their UK tax reporting requirements.
- Tax Compliance: Budget and plan all tax compliance work for clients in the portfolio and be responsible for the timely delivery of such work and for the recoverability and billing on such jobs.
- Team Collaboration: Provide technical assistance to queries received from other teams as well as a technical and quality review of relevant team's output.
- Cross-Selling: Recognise and act upon opportunities for cross-selling of services and adding value.
- Mentorship: Willingly and able to train other team members and develop them professionally and technically.
Requirements:
- CTA qualified.
- Full knowledge of UK tax matters relating to private clients and professional practices.
- Excellent networking capability and keen interest in developing junior team members' networking skills.
- Experienced in advising HNW and UHNW individuals.
- Able to recognise cross-selling opportunities.
- Willings and able to train other team members and develop them professionally and technically.
Salary Range: £130,000 - £160,000 per annum, depending on experience. We offer a competitive salary and benefits package.
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