Job Description

All round advice to HNW individuals and their families.

• Working with the internal family office offering.
• Oversight of personal tax compliance prepared by more junior staff.
• Management and development of more junior staff.

Required Knowledge, Skills, and Abilities

You must present solutions to increasingly complex technical issues, as well as reviewing of the team’s work and technical abilities. Working closely with partners and directors with a view to technical and advanced planning for High-Net-Worth Individuals and families.

You will be assisting the partners in managing the team, including day to day monitoring of the workloads, work in progress, debtors, training needs and general business development.

This is a busy role which will see you involved in a large amount of tax planning work. You will be advising on Capital Taxes planning - both CGT and IHT, structuring of family businesses (working alongside corporate tax colleagues and corporate finance), Family investment vehicles, as well as: