Private Client Senior
Core
Senior tax advisor managing a portfolio of high-net-worth individuals, non-domiciled clients, and trusts, providing compliance and strategic planning.
Role type
Senior Private Client Tax Advisor
Builds
Private client advisory projects including succession planning, inheritance tax planning, and trust structures
Domain
Accounting and Tax (Private Client)
Deliverable
client delivery
Required skills
Private client tax expertise, compliance management, tax planning, client relationship management, regulatory analysis
Preferred skills
Business development, holistic advisory
Technologies
Tax software, compliance tools
Responsibilities
Manage a portfolio of client relationships including non-residents and high net worth individuals; Act as principal point of contact for personal tax affairs; Support partners on succession planning and inheritance tax; Identify tax planning opportunities; Review tax returns and computations; Collaborate across service lines for holistic advice.
Seniority
Senior, hands-on IC
