Overview
The successful candidate will be at the forefront of the Private Client team, delivering bespoke tax consultancy services to a discerning clientele. This pivotal role involves managing a diverse portfolio of HNWI’s, ensuring that their wealth planning needs are met with precision and care.
Client Details
Our client is a regionally renowned accountancy practice firm with several offices across south wales.
Known for their exemplary service to their clients across the region, providing broad and comprehensive cover to their clients’ regional, national and international needs, our client is now proud to be one of the leading middle-market firms in the country.
As part of a monumental merger with several organisations and substantial private backing, our client is expanding their current outlay and need your support in this exciting new phase of growth and outreach.
Description
- Provide a range of Tax services, managing a private client portfolio, specialising in personal tax across a mix of compliance and advisory work
- Identify tax sensitive expenditure and wider tax issues
- Liaising with clients to resolve queries
- Communicating with internal departments to ensure deadlines are met, and overseeing client portfolios to ensure HMRC deadlines are met
- Assist in managing the Private Client Tax team by hearing the voice of your team members, conduct appraisals, provide coaching of assignments to support the development of team skills and knowledge and continually improve the quality and delivery of work
- Monitor your own utilisation, productivity and WIP
- Confident providing guidance and feedback to others in the team
Profile
Desired Skills and Experience:
- Private Tax Expertise: Comprehensive knowledge in Inheritance Tax (IHT), Trusts, Capital Gains Tax (CGT), and related areas.
- Client Management: Proven experience in advising high net worth individuals on personal tax and wealth planning.
- Commercial Acumen: Strong understanding of the private tax landscape and its alignment with client business objectives.
- Business Development: Demonstrated ability to cultivate and manage a robust portfolio of clients.
- International Taxation: Familiarity with international personal tax matters, including residence and domicile considerations.
- Sector Knowledge: In-depth understanding of tax implications for various sectors, including landowners and rural businesses.
Personal Attributes:
- Strategic Thinker: Capable of aligning high-level tax advice with clients’ long-term wealth planning goals.
- Detail-Oriented: Thorough approach to complex tax issues, ensuring compliance and accuracy.
- Proactive: Ability to identify and pursue new business opportunities.
- Collaborative Leader: Effective team player, skilled in providing support and direction.
- Adaptable: Comfortable managing diverse responsibilities in a dynamic environment.
Job Offer
Benefits
Our client is committed to fostering an environment where every team member feels valued and empowered. As part of their team, you can expect:
- Competitive salary with regular reviews based on performance.
- Comprehensive health and wellness benefits, including private health insurance and employee assistance programs.
- Flexible working arrangements, including options for remote work and additional annual leave.
- Generous support policies such as enhanced maternity and paternity leave, life assurance, and pension contributions.
- Additional perks including a benefits platform, volunteer leave, and a cycle-to-work scheme.
If you’re a driven and experienced tax professional seeking to make a significant impact within a leading accountancy practice, we invite you to apply for this exciting opportunity.
