The role

This position will be based within the UK Private Client team which provides a wide range of lead advisory and personal tax compliance services to private clients and their families. The successful candidate will predominantly support partners and directors with the team’s growing portfolio of wealthy UK based families.

The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value.

Responsibilities

• Delivering tax-based private client advice to large client groups, including all family members as well as their trusts, investment companies and other entities.
• Taking responsibility for a portfolio of compliance-based clients, with review responsibilities (dependent upon experience).
• Taking a lead role dealing directly with the client and supporting the Engagement Partner.
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