Private Client Tax Associate Director - Cambridge

Responsibilities

• Acting as the key trusted adviser to HNW private clients with complex tax affairs. These will include serial entrepreneurs, agricultural / landed wealth, prominent families, partnerships and Trusts.
• Providing ad hoc personal tax planning advice on areas including succession, IHT and estate planning, CGT, trusts and property related taxation.
• Building and maintaining client relationships, as well as identifying new work opportunities.
• Supervising junior staff, their compliance and advisory workloads.
• Developing the junior team and assisting with their technical and personal growth.

Background

• Significant experience in private client tax from a professional services firm.
• Currently at least Senior Manager grade within a respected team.
• Sound knowledge of private client tax issues including CGT, IHT and trusts - preferably some experience with rural clients an...