Personal Tax Advisory Director
4 days ago
This role presents a unique opportunity to leverage your expertise in personal tax advisory and lead a team of professionals in a prominent London Private Client team. Our client boasts a strong reputation in the Private Client field, serving an impressive client base of HNW/UHNW entrepreneurs, international families, business owners, and senior executives.
The team's success attracts high-quality work, and they are now seeking a CTA-qualified personal tax adviser to assume a Senior Manager role. This individual will be responsible for managing client relationships, advising on income and capital taxes planning issues, and contributing to business development initiatives.
You'll collaborate closely with high-profile Partners and experienced team members, leveraging your technical expertise in income and capital taxes planning. Strong relationship management skills and prior experience in business development initiatives are essential for this role.
Key Responsibilities:- Advise on income and capital taxes planning issues for wealthy individuals and their families
- Manage relationships with clients, including HNW/UHNW entrepreneurs and senior executives
- Collaborate with partners on business development initiatives
- Lead a team of personal tax professionals
- CTA qualification
- Extensive experience in personal tax advisory
- Strong technical knowledge of income and capital taxes planning
- Excellent relationship management skills
- Prior experience in business development initiatives
- Opportunity to progress to Partnership
- Support from high-profile Partners and experienced team members
£80,000 - £100,000 per annum
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