Private Client Tax Principal

Private Client Tax Principal focuses on act as a client relationship point of contact for significant high net worth individuals and their families.

What the role involves

• Act as a client relationship point of contact for significant high net worth individuals and their families.
• Be responsible for undertaking Succession Planning Reviews and related assignments for key clients.
• Advise on ad hoc projects and be deemed as an expert in some areas of Private Client Tax, including but not limited to IHT, succession planning and use of trusts.
• Profitably manage a small portfolio of complex clients.
• Ensure that the firm’s quality control procedures are adhered to on their clients.
• Commercial management of their clients i.e. setting budgets, monitoring workflows and contributing to a commercial and sustainably profitable business.