My client is a Top 40 firm of Chartered Accountants. As a leading firm of Chartered Accountants, they look after the accountancy, tax planning and business advisory needs of their clients (individuals, businesses and third sector organisations both in the UK and overseas).
They are seeking a highly experienced and motivated Senior Manager to play an integral role in helping to shape their growing Private Client Tax practice. This senior leadership role offers the opportunity to take ownership of strategic client relationships, lead complex advisory projects, and drive the growth of the firm’s private client offering.
Key Responsibilities:
• Strategic Leadership: Support the leadership of the private client tax function, contributing to the overall direction and growth strategy of the department.
• Advisory Excellence: Provide strategic, high-level tax advice to high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), entrepreneurs, family offices, and trustees on complex issues, including:
• Residence and domicile matters.
• Inheritance tax (IHT) planning and wealth preservation strategies.
• Trust creation, structuring, and management.
• Succession planning for business and personal assets.
• Tax-efficient investments and international tax planning.
• Business and Market Development: Collaborate with partners to drive business growth.
• Client Relationship Management
• Mentor, coa...