Job Description

• Engaging with the partners and directors to service clients and forming part of the office's leadership team
• Lead the delivery of a private client vision for the office, in conjunction with the Trust Director
• Providing tax consultancy advice over the full range of private client tax related matters to clients and partners / directors. This may include planning for non-domiciled and international clients, offshore tax planning, inheritance tax and estate planning
• Working with relationship partners and directors to service existing and new clients, ensuring that planning and cross selling opportunities are identified
• Develop and manage own client base, identifying additional opportunities and introducing clients to the wider services available
• Develop the interaction of the private client team with the firm's wealth management business and leverage the opportunities this creates
• Promote private client tax and liaise with the firm's senior team to provide content for marketing materials, etc.
• Mentor, develop and train junior managers with a focus on developing a Brighter Thinking Advisory mindset

Required Knowledge, Skills, and Abilities