Private Client Tax Partner - Lead HNW Advisory

Clark Wood; Greater London; On-site; GBP 10,000 - 40,000; Full time

Job summary

A leading accounting firm in London is seeking a Personal Tax Partner to manage a diverse portfolio of high net worth clients. The ideal candidate will have significant experience in Private Client tax, a strong ability to build relationships, and the qualifications of CTA and ACCA/ACA. This role involves mentoring team members and actively developing the business. Competitive salary and professional development opportunities are offered.

Qualifications

• Private client specialist with experience of advising HNW and UHNW individuals.
• CTA and ACCA/ACA qualified.

Responsibilities

• Manage a large portfolio of clients ensuring excellent client service.
• Maintain and build client relationships.
• Oversee advisory projects and control budgets.
• Mentor and develop team members.
• Proactively develop business by targeting new clients.

Skills

Client relationship management

Private Client tax advisory

Networking and influencing

Education

CTA qualification

ACCA/ACA qualification

Job description

A leading accounting firm in London is seeking a Personal Tax Partner to manage a diverse portfolio of high net worth clients. The ideal candidate will have significant experience in Private Client tax, a strong ability to build relationships, and the qualifications of CTA and ACCA/ACA. This role involves mentoring team members and actively developing the business. Competitive salary and professional development opportunities are offered.