Job Description
The position would suit an experienced manager / senior manager looking to support the existing tax partner to develop the firm's advisory offering. You will be providing high-level strategic tax advice and guidance to individuals, families, and sometimes businesses with complex financial situations.
Ideally, you will be CTA qualified with several years of experience dealing directly with a portfolio of clients.
Your key objectives will be:
* Strategic Tax Planning: Developing and implementing sophisticated tax strategies to minimize clients' tax liabilities while optimizing their overall financial position. This may involve estate planning, succession planning, wealth preservation, and asset protection strategies.
* Technical Expertise: Staying up to date with tax laws, regulations, and rulings, and applying this knowledge to provide innovative solutions to clients' tax challenges. This may involve researching complex tax issues, interpreting tax legislation, and providing guidance on compliance requirements.
* Client Relationship Management: Building and maintaining relationships with high-net-worth clients, understanding their financial goals, concerns, and preferences, and providing tailored tax advice to meet their needs.
Salary: £60,000 - £75,000
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