We are currently working with one of London's premier Landed Estates teams, who have built a strong reputation for advising HNW/UHNW families, their estates, assets and associated business interests.
The team is growing and is keen to appoint an additional adviser at Assistant Tax Manager level. Working closely with experienced Managers and Partners, the incoming individual will take responsibility for the provision of holistic advice to HNW landed clients. More specifically their income tax, CGT, IHT and trusts obligations. They will also work closely with colleagues on advice relating to the business interests run from the estates.
The CTA or ACA qualification is a pre-requisite, along with demonstrate experience of advising HNWIs on UK income and capital taxation. Previous experience of advising landed clients would be preferable. Knowledge of trusts is important and it would be helpful if the individual has some experience of interpreting and preparing accounts (trusts, property or business accounts).
Very much a client-facing, relationship management role, the individual will also require excellent communication and interpersonal skills.
This is a super opportunity for a talented adviser to build their career in the landed estates sector. They will be supported in their career development by some of the profession’s leading private client partners and benefit from a collaborative and supportive culture, enabling staff to fulfil their full potential.
Hybrid and flexible working options are on offer, including the opportunity to work from home at least a couple of days a week if one wishes. Ref 4971
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