Responsibilities

Acting as the key trusted adviser to HNW private clients with complex tax affairs. These will include serial entrepreneurs, agricultural / landed wealth, prominent families, partnerships and Trusts. Providing ad hoc personal tax planning advice on areas including succession, IHT and estate planning, CGT, trusts and property related taxation. Building and maintaining client relationships, as well as identifying new work opportunities. Supervising junior staff, their compliance and advisory workloads. Developing the junior team and assisting with their technical and personal growth.

Background

Significant experience in private client tax from a professional services firm. Currently at least Senior Manager grade within a respected team. Sound knowledge of private client tax issues including CGT, IHT and trusts - preferably some experience with rural clients and landed estates. Proven technical expertise and the ability to convey complex messages effectively. Experience in tax planning/advisory projects and handling compliance issues. People management and organizational skills. Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

The firm offers hybrid working 2-3 days a week. Salary dependent on experience but likely to be in the region £82k-£92k + bens. To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5220 Alternatively, simply apply below: #J-18808-Ljbffr