Clark Wood is working with a Top 10 Firm of Chartered Accountants in Milton Keynes for a Private Client Assistant Manager/Manager.
Based in Milton Keynes, you will work closely with the senior tax team to deliver a high quality tax service to private clients and entrepreneurs at all times whilst building up your own knowledge and expertise in the tax department.
This is a client facing role and the successful candidate will be required to communicate with clients regularly, be responsible for budgets and fees and complying with the Firm's risk management procedures.
Whilst principally the role will be around the management and delivery of the private client assurance service a good sound knowledge of private client and entrepreneurial tax advisory matters would be helpful as the successful candidate will be expected to spot advisory opportunities.
The portfolio of clients is made up of a range of individuals and families and may include some family trusts and partnerships. A number of clients will be entrepreneurs as well as pure HNWI.
The successful candidate will ideally be CTA Qualified and will be very experienced within Private Client Tax along with relevant experience of Income Tax, Inheritance Tax and Capital Gains Tax planning;
For further information on this role please contact Will Langdon at Clark Wood
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