HNW Private Client Specialist
4 days ago
About the Opportunity:
">We are looking for an experienced HNW Private Client Specialist to join our Personal Tax team as an Assistant Manager. In this role, you will be responsible for managing a portfolio of high net worth private clients and delivering exceptional client service.
">You will oversee complex personal tax compliance matters and contribute to ad hoc capital taxes planning work, developing your expertise in this area. With a strong background in personal tax laws and regulations, you will build and maintain relationships with clients, ensuring their needs are met.
">Key Responsibilities:
">You will take on a portfolio of HNW private clients, handling their personal tax compliance needs, and contribute to capital taxes planning work. Your responsibilities will include:
">- ">
- Managing client relationships and building trust">
- Oversight of personal tax compliance matters">
- Contributing to capital taxes planning work">
Requirements:
">We are seeking someone with a solid understanding of personal tax laws and regulations, as well as excellent communication and interpersonal skills. The successful candidate will have a strong background in personal tax and experience in managing client relationships.
">A salary of £65,000 - £85,000 per annum, depending on experience, is offered for this position. We are committed to supporting your career development and offering a range of benefits, including access to training and development opportunities.
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