Private Client Tax Director - HNW Families

Taxation; Greater London; On-site; GBP 125,000 - GBP 150,000; Full time

Job description

Overview

A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams. Our client advises UHNW families on all areas of their personal taxation including IHT and CGT advice, succession planning, cross-border wealth planning, property-related issues and the use of trusts. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.

The team now seeks to recruit an additional personal tax adviser at Director level. They will need to be CTA qualified and able to demonstrate deep expertise in advising multi-generational families on IHT, estate planning and trusts. They will also have experience of managing complex client relationships as the key point of contact.

Scope exists to position oneself for partnership. Alternatively, those seeking an interesting and varied role, without the responsibility of partnership, can be accommodated within the Tax Principal band.

This is a terrific opportunity to join a high-profile Private Client team and to work closely with some of the profession’s leading Private Client Partners.

Salary will be dependent on experience but is likely to be in the region £120k-£150k + bens and bonus. The team operates hybrid working with most advisers in the office three days a week.

To find out more and to request a full job description, please email michaelhowells at howellsconsulting.co.uk quoting Ref 5219

Alternatively, simply apply below:

Responsibilities

• Advise UHNW families on personal taxation, including IHT and CGT, and provide succession planning guidance.
• Advise on cross-border wealth planning, property-related issues, and the use of trusts.
• Manage complex client relationships as the primary point of contact and maintain high-profile client service.
• Collaborate with Partners and other team members to deliver high-quality advice and client outcomes.
• Opportunity for progression toward partnership; alternative placement at the Tax Principal level for those seeking role variety without partnership.

Qualifications

• CTA qualification (or equivalent) is required.
• Deep expertise in advising multi-generational families on IHT, estate planning and trusts.
• Experience in managing complex client relationships as the lead contact.

What we offer

• Competitive salary dependent on experience (£120k-£150k+ plus benefits and bonus).
• Hybrid working arrangement (office presence three days per week).