Private Client Tax Adviser
Our client empowers confident decision making and positive action in a complex and evolving world. They understand their clients, their objectives and their financial position and advise them on how to maximize the utility and efficiency of their capital. they provide clear, independent, and highly personalized advice based on sound analysis and expert knowledge.
They are an extremely diverse organization, employing over 250 people with different skill and backgrounds across the globe. As a business they remain agile and continually to look to evolve the way they work to improve the experience of their clients and team, and they value the unique perspectives that each team member brings. Our client believe high performance is not only about making a profit, but about achieving your goals, continually improving yourself and making a difference.
About the Role
As a Private Client Tax Manager, you will provide advice to clients in connection with their tax affairs and be responsible for managing day-to-day aspects a large portfolio including billing, delegation and monitoring work in progress. You will assist HNWIs, families and family offices with their tax and trust planning, including but not limited to UK IHT and CGT, foreign tax issues, withholding tax etc. Additionally, you will also oversee developing new work from existing clients and business development. You will have strong experience of working within practice and have exposure to the essential elements of client service and delivery.
An accountancy qualification such as ACA or CTA are essential for this role. Your journey will continue through working closely with the wealth advisory team and senior management and the expansion of the tax advisory team.
- 25 days holiday + birthday + exam days off
- Private health insurance
- Life insurance 4x salary
If you are interested in this role, please contact IRC today 0207 692 5668 or email@example.com