Senior Private Client Tax & Trusts Advisor (HNW)

Senior Private Client Tax & Trusts Advisor (HNW)

Full-Time 49500 - 60500 Β£ / year (est.) No working from home possible
Taxation

At a Glance

  • Tasks: Advise high-net-worth clients on complex personal tax matters and succession planning.
  • Company: Leading taxation firm in the UK with a focus on private client services.
  • Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
  • Other info: Join a dynamic team dedicated to excellence in client service.
  • Why this job: Make a real difference in clients' financial futures while developing your expertise.
  • Qualifications: CTA qualification and experience in personal tax advisory.

The predicted salary is between 49500 - 60500 Β£ per year.

Taxation in the United Kingdom is seeking a CTA Personal Tax Senior Manager to strengthen its Private Client team.

You will act as a trusted adviser, handling complex personal tax matters for a client base including high-net-worth individuals, families and trusts.

You\'ll cover succession planning, CGT, IHT and the use of trust structures, with involvement in capital taxes planning and oversight of a compliance portfolio. #J-18808-Ljbffr

Senior Private Client Tax & Trusts Advisor (HNW) employer: Taxation

Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.

Taxation

Contact Details:

Taxation Recruitment Team

We think you need these skills to ace Senior Private Client Tax & Trusts Advisor (HNW)

CTA Qualification
Personal Tax Advisory
High-Net-Worth Individual Expertise
Succession Planning
Capital Gains Tax (CGT)
Inheritance Tax (IHT)
Trust Structures Knowledge