This is a key role in a newly formed tax consultancy service for HNW individuals. You must have excellent tax technical and commercial skills in addition to considerable experience in capital gains tax, inheritance tax, income tax and other related taxes. This includes experience in International personal tax involving residence and domicile – and experience of offshore trust structures.
You should be confident in working with Entrepreneurial and High Net Worth Clients regarding their wealth planning requirements and be able to advise around the interaction of taxes for the families and wealth holding vehicles such as trusts and private companies. A number of the clients are land owners and rural business owners so an understanding of this sector is also essential for the role.
You should be CTA/ACA/STEP qualified with experience of working on private client project work. You must also enjoy building relationships with your clients and participating in business development activities. You will also have responsibility for mentoring and coaching junior team members.
Flexible and remote working can be offered.