They now seek a CTA qualified Personal Tax Manager to play a key role within the team. You will oversee a portfolio of HNW/UHNW individuals, providing ad hoc planning advice and ensuring their tax compliance requirements are met each year. This will involve supervising a junior team of advisers, as well as operating in very much a hands-on, client-facing role.
The clients are dynamic in nature and offer scope to get involved with transactions-related work, exit planning, non dom advice and IHT/succession of wealth. Experience of advising entrepreneurial HNWIs (including UK res non doms) is therefore important.
Scope exists to work closely with the Partners on networking and business development initiatives and it is hoped that the individual will progress to Senior Manager grade.
The role would suit a Manager (or aspiring Assistant Manager) from a leading regional private client team, or a London adviser seeking to work closer to home without compromising their career. Ref 4741