Tax Planning Specialist for HNWI
3 days ago
We are seeking a talented Tax Planning Specialist for HNWI to join our team at PRO-TAX RECRUITMENT LIMITED in London. This role comes with a salary of £100,000 - £130,000 per annum.
About the Job:
- This is an excellent opportunity to work with a leading law firm and contribute to the growth of its Private Client tax department.
- You will be responsible for delivering close working client services with UHNWI individuals, financial advisors, agents, and private wealth/banking professionals, developing key strategies for Private Client tax planning.
- Your expertise in dealing with tax structures on transactions, including commercial & residential properties, art, etc., will be crucial in driving business development and commercial opportunities.
- You will also have the opportunity to present quarterly presentations to the team and partners, showcasing your achievements and progress in this role.
- We are looking for a highly motivated individual with ATT/CTA/STEP qualification and post-qualified experience or possibly from a Legal background.
- Your strong understanding of complex Private Client Tax matters, Accounting Consultancy, Legal, or Family Office background, and ability to develop and upskill the Private Client team will be essential in this position.
Responsibilities:
- Deliver close working client services with UHNWI individuals, financial advisors, agents, and private wealth/banking professionals.
- Develop key strategies for Private Client tax planning.
- Deal with tax structures on transactions, including commercial & residential properties, art, etc.
- Present quarterly presentations to the team and partners.
- Develop and upskill the Private Client team.
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