This wealth management firm is well known for its financial solutions tailored for clients, including a very broad range of high-net-worth individuals. With a heritage spanning over 250 years, they have created market-leading expertise alongside personalized service, allowing them to grow wealth responsibly. Although highly established, they have a forward-thinking approach and therefore have a fantastic private client tax offering.
Role Overview
As a Personal Tax Manager, you will work directly with a fantastic private client team looking to deliver more advisory services to their clients. The role will involve managing a personal tax portfolio; however, the aim is to provide a more consultative process. For that reason, they are looking for someone who is keen to develop their tax technical skills and help deliver their service.
Qualifications
For this role, you will ideally be CTA qualified or have some experience working with private client tax advisory.
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