Private Client Tax Expert
4 days ago
We are seeking a highly skilled Private Client Tax Expert to join our private client tax team. As a key member of the team, you will be responsible for managing a compliance portfolio predominantly involving high net worth individuals (HNWI), trusts, and estates. Your primary role will be to effectively communicate complex tax technical information to non-experts, serving as the main point of contact for clients.
About the Role:
This is an excellent opportunity to work with high net worth clients and professional advisors in a client-facing capacity. You will be responsible for driving the delivery of one-off advisory and compliance assignments, mentoring team members, and implementing process improvements to increase efficiency within the team.
Responsibilities:
- • Manage a compliance portfolio primarily consisting of HNWI's, trusts, and estates.
• Serve as the primary point of contact for clients, communicating complex tax information effectively.
• Drive the delivery of one-off advisory and compliance assignments.
• Mentor and provide technical training to team members to enhance their development and team performance.
• Implement process improvements to increase efficiency within the team.
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