Overview
One of the region’s premier Private Client Tax teams is keen to appoint an additional CTA at Manager level.
This thriving team advises HNW families, entrepreneurs and business owners on income tax, CGT and IHT planning. The Manager will oversee and review compliance on a portfolio of wealthy clients, and identify and work on ad hoc capital taxes advisory projects.
Responsibilities
- Oversee and review compliance on a portfolio of wealthy clients within the Private Client Tax team.
- Identify and work on ad hoc capital taxes advisory projects.
- Act as a client-facing relationship manager with strong interpersonal and communication skills.
- Assist Partners with business development and networking initiatives to build visibility in the Edinburgh region.
Qualifications
- CTA qualified with demonstrable experience advising high net worth individuals on IHT, CGT, trusts and related issues.
Private Client Tax Manager - Edinburgh employer: Howells Consulting Ltd
Join a prestigious private family office in central London, where you can escape the pressures of traditional billing and focus on providing exceptional trusts advice to a multi-generational family. With a strong emphasis on work/life balance, hybrid working options, and a supportive team culture, this role offers not only competitive salary and benefits but also unique opportunities for professional growth in a rare and rewarding environment.
