Private Client Partner

Pro-Tax; St Albans; On-site; GBP 150,000; Full time

Job summary

A leading tax advisory firm in Hertfordshire is seeking an experienced Private Client Partner to provide expert advice to high-net-worth individuals. You will lead a team, ensuring exceptional client service and driving business development. The ideal candidate has a strong background in managing trusts and residency matters. This role offers a competitive salary and opportunities for professional growth.

Qualifications

• Extensive experience in private client tax advisory including trusts, residency, and IHT planning.
• Demonstrated leadership experience in business development and client relationship management.

Responsibilities

• Provide expert advice to high-net-worth individuals on private client matters.
• Lead a team to contribute to the growth of the private client practice.
• Drive business development and build lasting relationships.

Job description

Overview

Job Title: Private Client Partner
Location: Hertfordshire
Salary: £150,000
Ref: 59591

Responsibilities

• Provide expert advice to high-net-worth individuals and their professional advisers on private client matters, including trusts, residency and IHT planning.
• Lead a team to deliver exceptional client service and contribute to the growth of the private client practice.
• Drive business development and build lasting relationships with clients and professional advisers.

Qualifications

• Extensive experience in private client tax advisory with a strong background in managing complex trusts, residency, and IHT matters.
• Demonstrated leadership experience and a proven track record in business development and client relationship management.

How to apply

For further details or to arrange a confidential discussion, please contact Clare at [e-mail].