Manage and develop your own client portfolio, pro-actively contributing to the acquisition of new clients and new areas of work, and in particular seeking opportunities to provide joined up tax and financial planning advice in conjunction with their Independent Financial Advisers
Develop relationships with owner-managed business clients and high net worth individuals, thinking creatively to offer and provide wide ranging tax solutions and advice
You will manage junior tax staff and assist them in preparing personal tax returns and associated compliance forms, ready for client signature and approval, including reviewing their work prior to the issue to the client
You will act as a consultant to the group, in all areas of personal taxation as required.
Required Knowledge, Skills, and Abilities
You will have previous experience of trusts, managing a portfolio, dealing with high-net-worth individuals and have the ability to look at the 'biggerpicture’ for clients.
You will have a good understanding of Income Tax, Capital Gains Tax and Inheritance Tax.