Saffery is recruiting for a private client advisory role focused on trusts, estates, and tax planning for high-net-worth individuals and landed estates. You will work within a specialist team delivering advisory and compliance services to a varied client base, including agricultural businesses and family-owned structures.
You will manage client relationships, lead meetings, and collaborate with solicitors and advisers to implement tax planning strategies while mentoring junior staff.
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Senior Private Wealth & Trusts Advisor in Poole employer: Saffery
Saffery LLP is an exceptional employer that fosters a collaborative and supportive work culture in the vibrant city of Bristol. With a strong emphasis on employee growth, we offer numerous opportunities for professional development, including leadership roles and participation in our annual tax conference. Our commitment to work-life balance and a diverse portfolio of clients ensures that you will find meaningful and rewarding challenges in your role as a Corporate Tax Manager.
