Our clients know just how important it is to maximise and protect their personal wealth. However, the UK has some of the most complex tax legislation in the world. Over time, taxes such as income tax, capital gains tax and inheritance tax can also erode their wealth significantly. The private client team specialises in looking after the affairs of high net worth individuals, their families and their businesses to provide a bespoke service advising on a variety of matters from estate planning, international and domicile issues and trust structuring through to corporate reconstructions.
you’ll be technically strong and be able to analyse and interpret data to provide intelligent and creative solutions to client tax issues, within a Private Client setting
you’ll produce high-quality and professional tax reports which are accessible to the client
you’ll build and maintain strong relationships with both colleagues and clients
you’ll manage your own sizeable client portfolio, ensuring recoverability and financial targets are met
you’ll develop a strong understanding of the full range of the firm’s services in order maximise business opportunities
you’ll lead, manage, motivate and coach more junior members of staff, working effectively to review their performance and aid their professional development.
Who we're looking for:
You'll have a genuine interest in our clients. We want to provide a distinctive service and
unlock potential for growth in dynamic organisations.
You'll know that what you do matters. As an organisation we want to be known for how we
do business, not simply what we do. So, we need people who know that every act matters
from the simple things to the insights we bring to clients.
You'll seize opportunities. We want to adapt quickly and wisely to changing conditions to
optimise growth for both our clients and ourselves.
You'll apply critical reasoning to bring clarity and insight. We do it by asking great questions,
listening and drawing on our collective knowledge and experience to really help others grow.
Education, experience and qualifications:
you’ll be technically strong, with experience of advising clients on sophisticated, personal tax-related issues
you’ll be professionally qualified (ACA, ACCA, CTA, or equivalent)
you’ll have a proven track record of leading engagements and mentoring colleagues
you’ll experience of developing new business opportunities.