Overview
This high-profile team is keen to make a strategic hire at Associate Director level and offers the opportunity for a talented adviser to progress towards Partnership. You’ll advise an impressive client base of new-money entrepreneurs, business owners, wealthy families and trusts, providing exposure to a broad range of interesting income and capital taxes planning work. You’ll also play a key role in the management of the team, assisting experienced private client partners with allocation of work, WIP management, client relationship management and nurturing of third-party relationships.
Responsibilities
* Advise a client base of new-money entrepreneurs, business owners, wealthy families and trusts on income and capital taxes planning.
* Assist experienced private client partners with allocation of work, WIP management, client relationship management and nurturing of third-party relationships.
* Engage in client-facing personal tax advisory duties with a focus on IHT, CGT, extraction of wealth from businesses and property-related planning.
* Contribute to the management of the team and development of junior staff where applicable.
Qualifications and Requirements
* Strong technical knowledge of IHT, CGT, wealth extraction from businesses and property-related planning is important.
* Confident communicator and accomplished client relationship manager.
* CTA Personal Tax Senior Manager or Associate Director level experience or equivalent.
Opportunity and Location
This is an ideal opportunity for a CTA personal tax Senior Manager or Associate Director to build a name in the Cambridge area and lay foundations for a step up towards partner grade.
How to apply
To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting reference 5224.
Alternatively, simply apply below.
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