Our client is a prominent firm of accountants and tax advisers, based in the heart of Winchester. They have built a particularly strong reputation for advising landed wealth and HNW families, as well as entrepreneurs and business owners.
The Personal Tax team is busy, growing, and keen to make an additional appointment at Assistant Manager level.
The incoming individual will take responsibility for a dynamic portfolio of HNW private clients. They will oversee complex personal tax compliance matters and also get involved with ad hoc capital taxes planning work. This is very much a client-facing role, requiring strong communication and relationship management skills.
The CTA qualification is desirable, and you will certainly have extensive experience of advising wealthy clients on IHT, CGT, and trusts. Some experience of domicile, residence, and remittance would also be helpful. Experience in advising landed wealth and farming clients would also be useful but is not critical.
Hybrid working is on offer a couple of days a week, and there are genuine opportunities for a talented adviser to progress towards Manager and Senior Manager grades. Ref 5034
To find out more, please email Michael Howells at
or simply apply below:
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Contact Detail:
Taxation Recruiting Team