Handle high-end private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth, as a key member of a highly-respected Private Client team.
Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax senior.
With the support of experienced Managers, Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, handling their annual personal tax compliance and working on ad hoc tax planning projects. Very much a client-facing role, the individual will require excellent communication and client relationship management skills.
The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.
In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Manager and Senior Manager grades. Ref 4895
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