US/UK Private Client Tax Director - To £150k

Howells Consulting Ltd; City Of London; Hybrid; GBP 120,000 - 150,000; Full time

Job summary

A prominent advisory firm in London is seeking a dual-qualified adviser to lead key client relationships and provide high-end personal tax advisory services. This role involves advising on succession planning and tax strategies for HNW clients. The firm offers a competitive salary in the range of £120k - £150k, hybrid working, and prospects for partnership.

Qualifications

• EA/ATT dual-qualified adviser.

Responsibilities

• Lead advisor on key HNW client relationships, including US executives.
• Identify and advise on tax and trust planning opportunities.
• Advise on succession planning and the use of trusts.

Job description

Overview

We are working with one of London's leading advisers to HNW American private clients. This non-Big 4 and non-PE backed firm offers exposure to high-end personal tax advisory work, as part of a supportive and thriving team.

Responsibilities

• Lead advisor on key HNW client relationships, including US executives, business owners, PE principals, their families and family offices.
• Identify and advise on ad hoc tax and trust planning opportunities, including drafting detailed tax advisory reports.
• Advise on succession planning and the use of trusts, as well as pre-arrival and departure tax advice.
• Work alongside recognised Partners and get involved with networking and business development activities.

Qualifications

• EA/ATT dual-qualified adviser.

Benefits and other details

• Salary will be dependent on experience, likely in the region £120k - £150k + bens, with genuine prospects for partnership in due course.
• Hybrid working 2-3 days a week.

Application

To find out more about this opportunity, please email [e-mail] quoting Ref 859. Alternatively, simply apply below.