Our client is a large independent firm seeking an experienced private client tax specialist at Manager or Senior Manager level. In this role, you will report to partners, manage a portfolio of clients, and be involved in team management and business development.
Ideally, you will have a relevant professional qualification such as CTA, ACA, ICAS, ATT, or STEP. The client base includes HNW individuals and families, entrepreneurs, and trusts.
The role involves providing proactive and commercial tax advice to Private Clients, developing relationships with clients, internally, and with referrers, leading meetings, identifying opportunities, scoping projects on a commercial basis, and delivering high-quality, technically sound advice.
This position is a key part of a busy and successful team and involves developing more junior team members where appropriate.
Full-time, part-time, hybrid, and flexible working arrangements are considered.
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