High Net Worth Individual Specialist

1 month ago


London, Greater London, United Kingdom Pro-Tax Full time

Are you a highly skilled individual looking for a challenging role in a top-tier firm?

We have an exciting opportunity for an Experienced Private Client Advisor to join our team at Pro-Tax, a leading London Top 10 firm.

As a key member of our team, you will be responsible for providing expert tax advice to high net worth individuals and their families, helping them navigate complex tax laws and regulations.

Key Responsibilities:

  • Providing tax advice and planning services to high net worth individuals and their families
  • Assisting our Partner in preparing complex tax returns and computations
  • Ensuring compliance with all relevant laws and regulations
  • Building strong relationships with clients and communicating effectively with them

Requirements:

  • CTA qualified or equivalent
  • Minimum 3 years of experience working in private client tax
  • Strong technical knowledge and expertise in offshore tax
  • Excellent communication and interpersonal skills

What We Offer:

  • A competitive salary range of £90,000 - £130,000 per annum
  • A collaborative and dynamic work environment
  • Opportunities for career growth and professional development
  • A comprehensive benefits package including health insurance, pension scheme, and generous holiday allowance


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