HNWI Tax Specialist

1 day ago


Ipswich, Suffolk, United Kingdom Clark Wood Full time
Key Responsibilities
  • Preparation and Review of Tax Returns: Prepare and review personal tax, trust, and partnership tax returns for HNWI and UHNWI clients.
  • Client Management: Manage a portfolio of clients, acting as the main point of contact and providing exceptional customer service.
  • Tax Planning: Identify tax planning opportunities for individuals and trusts, and provide recommendations to clients.
  • Assistance with Tax Consulting Work: Assist a tax partner with tax consulting work relevant to HNWI and trusts.

The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience.



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