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Technical customer advisor

London
Brewer Morris
Customer advisor
Posted: 28 May
Offer description

Role: Technical Private Client Knowledge Senior Manager
Our client is a national law firm and their Private Client Team is one of the largest in the UK, managing tax affairs for individuals, non-doms, trustees, partnerships, charities, sole traders, and family businesses.

the team is looking for a Private Client Tax Senior Manager to join the growing team. This role involves supporting lawyers and accountants in delivering tailored tax advisory services to high-net-worth individuals. Providing specialist tax support and chargeable advice to colleagues.
Sharing technical tax knowledge and supervising less experienced colleagues.
Leading on complex personal tax matters, including Income Tax, Capital Gains Tax, Inheritance Tax, Trusts, and International clients.
Ensuring adherence to regulatory requirements and maintaining up-to-date tax knowledge.
Participating in strategic planning and business development initiatives.

ACA, ACCA, or CTA qualified with strong private client tax advisory experience.
In-depth knowledge of taxation for high-net-worth individuals and wealth protection structures.
Experience in leading projects and advising on trusts and estates.
Ability to manage a complex client portfolio and collaborate on technical and risk matters.

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