Private Client Tax Leadership Role

3 weeks ago


London, Greater London, United Kingdom Buzzacott Full time

Job Description

We are looking for a seasoned Tax Associate Director to lead our team of experts in providing top-notch services to high net worth clients. As a key member of our Private Client team, you will be responsible for managing a portfolio of clients and delivering exceptional results.

Main Responsibilities:

  1. Client Management: Manage a portfolio of high net worth personal, trust, and estate clients in relation to their UK tax reporting requirements.
  2. Tax Planning: Carry out and assist with UK tax planning, including tax payment forecasting and ad-hoc projects.
  3. Technical Assistance: Provide technical assistance to queries received from other teams as well as a technical and quality review of relevant team's output.
  4. Marketing: Proactively market the Firm's Private Client function and expertise through the production of technical updates, presentations at internal team meetings, and external seminars and training courses.
  5. Team Development: Give regular and constructive feedback to Private Client Team members in order to contribute to their personal and professional development.

Requirements:

  • CTA qualified.
  • Full knowledge of UK tax matters relating to private clients and professional practices.
  • Excellent networking capability and keen interest in developing junior team members' networking skills.
  • Experienced in advising HNW and UHNW individuals.
  • Able to recognise cross-selling opportunities.
  • Willings and able to train other team members and develop them professionally and technically.

Benefits Package: We offer a competitive salary, comprehensive benefits package, and opportunities for career growth and development.



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