Overview
In this role you will join an industry-leading private client tax team in London to deliver tailored tax solutions for entrepreneurs, business owners and ultra-high net worth individuals. You will lead strategic planning around exits, acquisitions and succession, providing insight on inheritance and investment planning. The position is relationship-led, supported by a strong compliance team, with direct interaction with directors and partners on high-value, sensitive matters requiring discretion and judgment. This is a stepping stone toward partnership, blending commercial instinct with personal integrity to shape clients’ tax strategies and outcomes. You’ll work in a dynamic environment to,
Responsibilities
- Lead on strategic planning around exits, acquisitions and succession
- Provide tailored UK private client tax solutions including inheritance and investment planning
- Collaborate with directors and partners on high-value, sensitive matters
- Support the advisory focus within a team with a strong compliance function
- Maintain precision, discretion and professional judgment in client engagements
Key requirements
- Strong technical background in UK income tax, CGT and IHT
- Experience advising owner-managed and entrepreneurial clients
- Understanding of residence and non-domiciled issues is welcomed
- Relationship-led approach
- Discretion and sound judgment
- Commercial instinct
- UK income tax
- CGT
- IHT
…
