Tax Consultant for High Net Worth Individuals
1 month ago
We are seeking an experienced Tax Consultant to join our team, specializing in providing bespoke tax services to high net worth individuals.
About the Role:This pivotal position involves managing a diverse portfolio of HNWI clients, ensuring their wealth planning needs are met with precision and care. As a Tax Consultant, you will be at the forefront of delivering expert tax consultancy services, leveraging your knowledge of Inheritance Tax (IHT), Trusts, Capital Gains Tax (CGT), and related areas.
Key Responsibilities:- Provide mentorship and guidance to team members, fostering a culture of continuous improvement.
- Review work produced by junior staff, addressing technical inquiries and ensuring quality assurance.
- Build and maintain strong relationships with high net worth clients, addressing specific tax queries and concerns.
- Lead and execute ad-hoc advisory projects in collaboration with the tax team.
- Ensure timely and accurate completion of personal, trust, and corporation tax returns.
- Private Tax Expertise: Comprehensive knowledge in IHT, Trusts, CGT, and related areas.
- Client Management: Proven experience in advising HNWI 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.
- Sector Knowledge: In-depth understanding of tax implications for various sectors, including landowners and rural businesses.
- Competitive salary (£80,000 - £100,000) 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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