Private Client Advisory Lead

7 days ago


Lincolnshire, United Kingdom Duncan & Toplis Full time
About the Role

We are currently seeking an experienced Private Client Advisory Lead to join our team. In this role, you will be responsible for assisting managers and directors in providing taxation advice to clients and ensuring compliance and quality standards are maintained.

The ideal candidate will have strong UK Private Tax advisory experience and excellent communication skills. They will also possess people management experience and be proficient in collaborating within a team environment.

This is an excellent opportunity for someone looking to progress their career in private client tax advisory. The successful candidate will have the opportunity to work with a top regional accountancy firm, specializing in accountancy, tax, and business advice.

Responsibilities
  • Proactively liaise with relevant members of the management team (e.g., directors) on individual clients, ensuring that they are well informed and receive regular updates on progress.
  • Build a network of potential new clients in order to identify new business opportunities.
  • Actively participate in pitching for new business opportunities and developing tender documents.

We estimate the salary for this role to be around £60,000 - £80,000 per annum, depending on experience.



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