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Date Added: Thu 03/10/2024

Private Client Tax Partner

London, UK
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Company: MORGAN MCKINLEY

Job Type: Permanent, FullTime

Salary: £120,000 - £150,000 per annum

A premier UK Top 20 accountancy firm are seeking an experienced Private Client Tax Partner to join their London-based team. This role involves offering sophisticated tax advisory and planning services to high-net-worth individuals (HNWIs), business owners, and families.

Key Responsibilities:

  • Client Advisory: Provide bespoke tax planning and compliance services on matters such as inheritance tax, trusts, estate planning, and capital gains tax.
  • Relationship Management: Cultivate and maintain strong relationships with HNWIs and family offices, delivering personalized tax solutions.
  • Technical Expertise: Offer deep expertise in UK and international tax matters, navigating complex tax structures and advising on cross-border tax issues.
  • Team Leadership: Lead and mentor the private client tax team, fostering a collaborative and client-focused environment.
  • Business Development: Identify growth opportunities and expand the firm's private client base through networking and referrals.

Requirements:

  • Proven experience as a partner or director specializing in private client tax advisory.
  • Expertise in UK tax law, particularly around estates, trusts, and personal tax planning for HNWIs.
  • Track record of successfully managing and expanding client portfolios.
  • Strong leadership skills, with the ability to mentor and develop a high-performing team.
  • Excellent interpersonal and communication skills, adept at advising wealthy individuals on complex tax matters.

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

Morgan McKinley encourages applications from all qualified candidates who represent the full diversity of communities in the UK. Accommodations are available on request for candidates taking part in all aspects of the selection process.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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