Our client is a prominent firm of accountants and tax advisers, based in the heart of Winchester. They have built a particularly strong reputation for advising landed wealth and HNW families, as well as entrepreneurs, business owners. and UK res non doms.
The Personal Tax team is busy, growing and keen to make an additional appointment at Manager or Assistant Manager level.
The incoming individual will take responsibility for a dynamic portfolio of HNW private clients. They will oversee complex personal tax compliance matters and also get involved with ad hoc capital taxes planning work. This is very much a client-facing role, requiring strong communication and relationship management skills.
The CTA qualification is desirable and you will certainly have extensive experience of advising wealthy clients on IHT, CGT and trusts. Some experience of domicile, residence and remittance would also be helpful. Experience in advising landed wealth and farming clients would also be useful but is not critical.
Scope exists for a degree of flexible and remote working. There are genuine opportunities for a talented adviser to progress towards Senior Manager grade. Ref 5034
To find out more please email Michael Howells at michaelhowells@howellsconsulting.co.uk
or simply apply below:
'High Net Worth Advice To The Private Client Profession.'
Howells Consulting specialise in Private Client Tax appointments. We focus exclusively in the fields of Personal Tax and Trusts and are proud of the detailed knowledge we have in these areas.
We act not only for leading accountancy firms, legal practices and private banks, but also many niche Private Client boutiques, family offices and investment houses. Our client relationships are second to none.
For further details, visit our website at
Company info
Website
Telephone
07891 692514
Location
13 Hanover Square
Mayfair
London
London
W1S 1HN
GB