Morgan McKinley
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.
To apply for this job please visit www.reed.co.uk.
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