Tax Planning Director
1 week ago
About Our Client
Our client is a leading player in the UK accountancy field, boasting a position within the Top-10 firms and being one of the UK's largest wealth managers. With an outstanding reputation, they have consistently delivered high-quality services to a diverse range of clients, earning them a sterling reputation in the industry.
Job DescriptionWe are seeking a Senior Advisory Manager to join our Private Client Tax team. As a key member of our advisory team, you will work on planning opportunities and deliver exceptional service for a wide-ranging portfolio of clients. You will lead client relationships and be involved in meetings and projects for new and potential new clients.
- Manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships, and Trusts.
- Take ownership of advisory projects, attend and run client meetings, and manage client projects.
The Successful Candidate
A successful candidate should have:
- Significant experience working across tax planning/advisory projects.
- Experience gained within another professional services firm and a sound knowledge of a variety of private client tax issues.
- People management and organizational experience.
- Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.
We offer a competitive salary of £120,000 - £180,000 per annum, depending on experience, as well as a comprehensive benefits package including private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.
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