James Cowper Kreston has an exciting opportunity in their Private Client Tax team, this is due to growth and increased success and we are now looking to bring in a new team member.
- Provide high-level tax advisory services to high-net-worth individuals, entrepreneurs, shareholders, and international clients.
- Advise on Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts and estates, property tax, and international tax matters.
- Deliver bespoke tax planning solutions, including shareholder tax planning and transaction-based advice.
- Manage and grow a portfolio of private clients.
- Maintain strong client relationships and identify new advisory opportunities.
- Ensure timely and accurate delivery of tax compliance and advisory services.
- Supervise and mentor junior team members.
- Lead team meetings and support professional development.
- Contribute to the strategic direction of the private client tax team.
- Participate in networking and marketing activities.
- Collaborate with other departments to provide integrated services.
- Identify and pursue new business opportunities.
- Review complex tax returns and computations.
- Ensure compliance with relevant tax laws and internal risk protocols.
- Significant experience in private client tax advisory.
- Proven ability to manage a client portfolio and deliver high-quality tax advice.
- Strong commercial awareness and business development skills.
