Private Client Tax Associate Director

New Today

The successful candidate will be at the forefront of the Private Client team, delivering bespoke tax consultancy services to a discerning clientele. This pivotal role involves managing a diverse portfolio of HNWI's, ensuring that their wealth planning needs are met with precision and care. Client Details Our client is a regionally renowned accountancy practice firm with several offices across south wales. Known for their exemplary service to their clients across the region, providing broad and comprehensive cover to their clients' regional, national and international needs, our client is now proud to be one of the leading middle-market firms in the country. As part of a monumental merger with several organisations and substantial private backing, our client is expanding their current outlay and need your support in this exciting new phase of growth and outreach. Description Provide a range of Tax services, managing a private client portfolio, specialising in personal tax across a mix of compliance and advisory work Identify tax sensitive expenditure and wider tax issues Liaising with clients to resolve queries Communicating with internal departments to ensure deadlines are met, and overseeing client portfolios to ensure HMRC deadlines are met Assist in managing the Private Client Tax team by hearing the voice of your team members, co...
Location:
Cardiff
Salary:
Salary negotiable
Category:
Management & Consultancy

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