Private Client Advisory Manager/SM

5 days ago


Rushden, Northamptonshire, United Kingdom Hays Senior Finance Full time

About the Role

The successful candidate will join Hays Senior Finance as a Private Client Advisory Manager/SM, working with a rapidly expanding firm of accountants to further grow their private client service line. This advisory-focused role will involve working with High Net Worth Individuals (HNWIs) and business owners to provide guidance on personal tax matters.

Key Responsibilities

  • Supporting the Private Client Tax Partners in providing advice on inheritance tax, trusts, asset disposal relief, residency matters, and other aspects affecting personal wealth.
  • Working with a varied client base on personal tax planning projects, including tax planning and advisory matters.
  • Some compliance responsibilities, but the role is primarily advisory focused.

Requirements

  • CTA qualified with the ability to work collaboratively with others in the team.
  • Strong background in personal tax gained within a UK practice.
  • Exposure to tax planning/advisory matters.

What We Offer

  • A comprehensive benefits package.
  • A competitive salary.
  • Flexible/hybrid working arrangements.


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