Private Client Tax Principal

Morgan McKinley

  • London
  • Permanent
  • Full-time
  • 1 month ago
A leading Top 5 Accounting firm are recruiting for a Private Client Tax Principal to join their team in Central London.The rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business.As a Tax Principal you will utilise a commercial approach when developing and maintaining client relationships, and you will take the lead on a variety of interesting, often complex advisory projects and technical assignments.About you:
  • Has an in depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures.
  • Has strong experience and the ability to lead projects in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters.
  • Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
  • Has experience of managing a complex portfolio of clients including taking control of client take-on and engagement, commercial management and identification of new opportunities.
  • Has an understanding of potential risks to the firm arising from various aspects of client engagement.
  • Can guide and supervise less experienced colleagues.
  • Can support, train, mentor and advise others.
  • Will challenge current practice - driving improvements and championing change.
  • Takes personal responsibility for own decisions and actions and those of others.
  • Leads projects of varying scale and complexity.
  • Is educated to degree level and is CTA and/or ACA qualified or equivalent.
  • Consult with colleagues and Partners on technical and risk matters. Operate at the highest level of technical excellence and knowledge.

Morgan McKinley