Private Wealth Tax Expert
2 days ago
Our client is a prestigious regional accountancy firm with a storied history of over 100 years of exemplary service to their clients across the South West & M4 corridor.
With a broad and comprehensive cover of regional, national, and international needs, our client is now expanding their current outlay and seeking your support in this exciting new phase of growth and outreach.
We are committed to fostering an environment where every team member feels valued and empowered.
Key Responsibilities:
- Team Leadership: Provide mentorship and guidance to team members, fostering a culture of continuous improvement.
- Client Management: Build and maintain strong relationships with high net worth clients, addressing specific tax queries and concerns.
- Legislative Awareness: Monitor changes in UK Tax legislation, assessing their implications for clients and promoting relevant advisory initiatives.
Desired Skills and Experience:
- Private Tax Expertise: Comprehensive knowledge in Inheritance Tax (IHT), Trusts, Capital Gains Tax (CGT), and related areas.
- Client Management: Proven experience in advising high net worth individuals on personal tax and wealth planning.
- Commercial Acumen: Strong understanding of the private tax landscape and its alignment with client business objectives.
- International Taxation: Familiarity with international personal tax matters, including residence and domicile considerations.
What's on Offer:
- Competitive salary with regular reviews based on performance.
- Comprehensive health and wellness benefits, including private health insurance and employee assistance programs.
- Flexible working arrangements, including options for remote work and additional annual leave.
- Generous support policies such as enhanced maternity and paternity leave, life assurance, and pension contributions.
- Additional perks including a benefits platform, volunteer leave, and a cycle-to-work scheme.
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