Play a strategic role in one of the region’s leading Private Client practices.
This is an opportunity for a CTA qualified private client tax Senior Manager to step into an Associate Director role with a high-profile national firm. Their Private Client group is central to the firm’s offering and maintains a significant profile both internally and externally. They advise an impressive client list of London and regional HNW/UHNW individuals, wealthy families, family offices, entrepreneurs and business owners, on all areas of their income and capital taxation. Many of their clients have international aspects to their affairs.
The team is thriving, growing and keen to bolster its expertise with the appointment of a CTA Private Client Tax Associate Director. The incoming individual will handle high-end ad hoc advisory projects covering areas such as IHT, CGT, shareholder planning, succession, asset structuring, domicile and residence issues. They will be a key client-relationship holder, so strong communication and interpersonal skills are essential.
The AD will also oversee a team of more junior advisers, handling day to day compliance on the portfolio. Working closely with experienced Private Client Tax Partners, the role also involves networking, marketing and PR for the team. Experience of and an interest in helping to grow the private client business is important.
Genuine scope exists to progress swiftly towards Director grade, with the support and guidance of the partners. Longer term prospects are also excellent.
This is a super example of a non-London environment offering high quality Private Client work and a stimulating career path, without trekking in to the Capital. Ref 4892
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