A leading Top 10 accountancy practice is seeking an experienced Private Client Tax Principal to join its growing team in London.
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
This is an excellent opportunity to work with a diverse portfolio of high-net-worth individuals, families, entrepreneurs, trusts and owner-managed businesses, providing strategic tax advice across complex personal and wealth structures.
The role offers significant client exposure and the opportunity to play a key role in delivering high-quality advisory services while supporting the growth of the wider private client practice.
The Role Manage and develop a portfolio of private clients including high-net-worth individuals, families, entrepreneurs and trustees.
Provide technical expertise on a wide range of private client matters including inheritance tax, succession planning, trusts and estate planning.
Lead advisory projects, particularly in areas such as multi-generational wealth planning and complex inheritance tax issues.
Build and maintain strong relationships with clients, acting as a trusted adviser on their personal and business tax affairs.
Work closely with Partners and senior colleagues on complex technical and risk matters.
Identify opportunities to provide additional services and contribute to the continued growth of the practice.
Mentor and support junior team members, helping to develop their technical and professional skills.
Lead projects of varying scale and complexity while ensuring work is delivered to a high technical standard.
About You Strong technical knowledge of private client taxation, including trusts, estates and inheritance tax planning.
Experience advising high-net-worth individuals, families and wealth structures.
Proven ability to manage a complex portfolio of clients and deliver high-quality advisory work.
Strong relationship-building skills with the ability to act as a trusted adviser to clients.
Experience supervising and mentoring junior team members.
CTA and/or ACA qualified (or equivalent). xxuwjjq