Working closely with the Group Finance Director, you’ll become involved in the management of a successful entrepreneurial family’s affairs, covering tax, investments, property and wider wealth planning.
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
This is a broad, hands-on role offering exposure well beyond traditional private client compliance work. You’ll coordinate advisers, oversee key financial matters and support decision-making across a range of family assets and structures.
We’re particularly interested in speaking with:
- Private Client Tax Managers and Senior Managers
- Personal Tax professionals advising HNW and UHNW individuals
- Private Wealth, Trusts & Estates specialists
- Existing Family Office professionals seeking a flexible part-time role
CTA, ACA or ACCA qualifications would be welcome, although relevant experience is likely to be more important.
The role offers:
- Approximately xwwtmva 2 days per week
- Leicester-based, ideally in the office on both working days
- A varied remit spanning tax, property, investments and family wealth
- Direct exposure to key decision-makers
- An excellent first move from practice into a family office environment
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