The successful candidate will be at the forefront of the Private Client team, delivering bespoke tax consultancy services to a discerning clientele. This pivotal role involves managing a diverse portfolio of HNWI's, ensuring that their wealth planning needs are met with precision and care.
Client Details
Our client is an award-winning accountancy practice firm with several offices across the South West & M4 corridor.
With a storied history of over 100 years exemplary service to their clients across the region, providing broad and comprehensive cover to their clients' regional, national and international needs, our client is now proud to be one of the leading middle-market firms in the country.
As part of a monumental merger with several organisations and substantial private backing, our client is expanding their current outlay and need your support in this exciting new phase of growth and outreach.
Description
1. Team Leadership
* Provide mentorship and guidance to team members, fostering a culture of continuous improvement.
* Delegate tasks effectively, ensuring appropriate skill levels and providing necessary support.
* Review work produced by junior staff, addressing technical inquiries and ensuring quality assurance.
Client Management
2. Build and maintain strong relationships with high net worth clie...