HNWI Tax Specialist
1 week ago
As a Tax Portfolio Manager at PRO-TAX RECRUITMENT LIMITED, you will have the opportunity to work with high net worth individuals and directors, providing personalized tax services and building strong relationships.
Responsibilities
- Manage a portfolio of HNWIs and directors, providing tax planning services and ensuring compliance with relevant laws and regulations.
- Collaborate with junior staff members to review and manage personal tax work, providing guidance and support as needed.
- Develop and implement tax planning strategies for clients, including capital gains, inheritance tax planning, and succession planning.
What You Will Gain
- Opportunities to expand your tax expertise working with HNWIs on various tax planning projects.
- A competitive salary with bonus and enhanced pension scheme, reflecting your skills and experience.
- The chance to work in a collaborative and ambitious tax practice, supporting the growth and development of our team.
Qualifications and Experience
- Strong personal tax background with experience managing a portfolio in the UK.
- ATT / CTA / ACA / ACCA qualified.
- Tax compliance experience with tax planning or trust experience a bonus.
Estimated Salary: £90,000 - £125,000 per annum.
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