A terrific opportunity for an ATT qualified personal tax senior to pursue their private client career with a high quality team in Bath.
The firm has a strong reputation for advising HNW entrepreneurs, wealthy families, business owners and landed wealth. They offer exposure to a broad range of personal tax work and the opportunity to learn from experienced, specialist private client directors and partners.
The role will involve taking responsibility for a portfolio of high net worth individuals, as very much their key trusted adviser. You will oversee their annual compliance cycle, build long-standing client relationships and assist senior staff with ad hoc planning opportunities as they arise.
Full support will be provided with the CTA qualification (candidates who are already CTA qualified will also be considered) and there is genuine scope to progress swiftly towards Manager grade.
Flexi and remote working options can be considered, with most staff likely to be working a couple of days a week from home, from the Summer. Ref 4923
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