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Private Client Advisory AM/Manager, Bedworth
Employer Location: England, Warwickshire, Bedworth
Salary: - per annum + Salary DOE + benefits package
Closing date: 11 Jun 2025
Job Description:
Private Client Advisory AM/Manager
A fantastic new private client advisory opportunity has arisen within a highly-regarded specialist professional services business working with wealthy individuals and business owners. The firm seeks a Tax Professional capable of handling a variety of tax advisory projects to assist clients in understanding their options within the changing tax landscape.
Your role:
* Work closely with senior team members on diverse tax advisory projects.
* Assist clients with estate or succession planning, business restructuring, UK or foreign investments, among other options.
* Research relevant tax legislation and draft reports to support client decision-making.
Requirements:
* Experience in a tax role, preferably with personal/private client tax matters.
* Involvement in formulating tax advice is advantageous.
* Relevant qualifications such as ATT/CTA are beneficial.
* Excellent communication skills and effective time management.
* Desire to develop a broad tax advisory career.
Benefits:
* Competitive salary, pension, private medical insurance, on-site parking, annual bonus, CPD, social events.
* Flexible working options, including hybrid, full-time, or part-time arrangements.
* Opportunity to work with highly regarded private client specialists.
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