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, business owners. and UK res non doms.
The Personal Tax team is busy, growing and keen to make an additional appointment at Manager or Senior 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.
Scope exists for a degree of flexible and remote working. There are genuine opportunities for a talented adviser to progress towards Director grade. Ref 5034
To find out more please email michaelhowells@howellsconsulting.co.uk