Address
Form of work
SalaryThe Role
We are seeking a highly experienced private client adviser to support clients and colleagues with providing outstanding service to an exciting and wide-ranging of HNW families and their family offices. The work is both variable and challenging and includes advice as well as assisting with complex compliance.
- Delivery Focused
- No sales/business development
- No timesheets, chargeability or recovery targets
Skills required
- Exceptionally strong knowledge and experience of private client taxes, including inheritance tax/estate planning, the UK taxation of off-shore structures (such as off-shore trusts, transfer of assets abroad provisions etc) and the taxation of non UK domiciled individuals/families.
- Experience of highly complex personal/trust tax returns (for example, concluding on how complex investments should be reflected on the return);
- Strong communication skills (written and verbal);
- Good organisation skills with the ability to prioritise workloads appropriately and be flexible; and
- Demonstrate ability and interest in keeping abreast of technical changes and communicating those effectively to colleagues and clients.
Other Information
- Part time; flexibility re the number of hours
- Hybrid working – min 1 day a week in the office (ideally a Wednesday)
- 25 days holiday (FTE) plus statutory bank holidays (which, apart from at Christmas, can be taken at different times of the year)
- Competitive salary
