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 international private clients.
The Personal Tax team is busy, growing and keen to make additional appointments at Assistant Manager level.
The incoming individuals will take responsibility for a dynamic portfolio of HNW individuals and their families. 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 private clients and business owners on income tax, IHT, CGT and trusts. Experience in advising landed wealth and farming clients would also be useful, but is not essential.
The firm offers hybrid working and there are genuine opportunities for a talented adviser to progress to Manager and SM grades. Salary will be very much dependent on experience, but is likely to be in the region £45k-£55k Ref 5034
To find out more please email michaelhowells@howellsconsulting.co.uk