Private Client Tax Principal
other jobs Morgan McKinley
Added before 5 Days
- England,London,City of London
- Full Time, Permanent
- £140,000 - £150,000 per annum
Job Description:
A leading Top 10 accountancy practice is seeking an experienced Private Client Tax Principal to join its growing team in London.
This is an excellent opportunity to work with a diverse portfolio of high-net-worth individuals, families, entrepreneurs, trusts and owner-managed businesses, providing strategic tax advice across complex personal and wealth structures. The role offers significant client exposure and the opportunity to play a key role in delivering high-quality advisory services while supporting the growth of the wider private client practice.
The Role*Manage and develop a portfolio of private clients including high-net-worth individuals, families, entrepreneurs and trustees.
*Provide technical expertise on a wide range of private client matters including inheritance tax, succession planning, trusts and estate planning.
*Lead advisory projects, particularly in areas such as multi-generational wealth planning and complex inheritance tax issues.
*Build and maintain strong relationships with clients, acting as a trusted adviser on their personal and business tax affairs.
*Work closely with Partners and senior colleagues on complex technical and risk matters.
*Identify opportunities to provide additional services and contribute to the continued growth of the practice.
*Mentor and support junior team members, helping to develop their technical and professional skills.
*Lead projects of varying scale and complexity while ensuring work is delivered to a high technical standard.
About You*Strong technical knowledge of private client taxation, including trusts, estates and inheritance tax planning.
*Experience advising high-net-worth individuals, families and wealth structures.
*Proven ability to manage a complex portfolio of clients and deliver high-quality advisory work.
*Strong relationship-building skills with the ability to act as a trusted adviser to clients.
*Experience supervising and mentoring junior team members.
*CTA and/or ACA qualified (or equivalent).
This role offers the opportunity to work on complex advisory projects for high-profile clients, with strong exposure to Partners and clear opportunities for career progression within a growing private client practice.
This is an excellent opportunity to work with a diverse portfolio of high-net-worth individuals, families, entrepreneurs, trusts and owner-managed businesses, providing strategic tax advice across complex personal and wealth structures. The role offers significant client exposure and the opportunity to play a key role in delivering high-quality advisory services while supporting the growth of the wider private client practice.
The Role*Manage and develop a portfolio of private clients including high-net-worth individuals, families, entrepreneurs and trustees.
*Provide technical expertise on a wide range of private client matters including inheritance tax, succession planning, trusts and estate planning.
*Lead advisory projects, particularly in areas such as multi-generational wealth planning and complex inheritance tax issues.
*Build and maintain strong relationships with clients, acting as a trusted adviser on their personal and business tax affairs.
*Work closely with Partners and senior colleagues on complex technical and risk matters.
*Identify opportunities to provide additional services and contribute to the continued growth of the practice.
*Mentor and support junior team members, helping to develop their technical and professional skills.
*Lead projects of varying scale and complexity while ensuring work is delivered to a high technical standard.
About You*Strong technical knowledge of private client taxation, including trusts, estates and inheritance tax planning.
*Experience advising high-net-worth individuals, families and wealth structures.
*Proven ability to manage a complex portfolio of clients and deliver high-quality advisory work.
*Strong relationship-building skills with the ability to act as a trusted adviser to clients.
*Experience supervising and mentoring junior team members.
*CTA and/or ACA qualified (or equivalent).
This role offers the opportunity to work on complex advisory projects for high-profile clients, with strong exposure to Partners and clear opportunities for career progression within a growing private client practice.
Job number 3498287
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Company Details:
Morgan McKinley
We are a global talent services company, offering the full spectrum of solutions to meet your resourcing needs. With offices in 10 countries, each and...