Location: Newry (hybrid) | Salary: Market rate + benefits | Contract: Permanent, full time
A private client advisory role for someone who wants to be the go-to technical person, not just another reviewer.
My client is a large professional services firm with private client advisory teams across the UK and Ireland. The work centres on IHT, trusts, estates, succession planning and shareholder transactions, and you'd sit on the team's management group.
What you'll be doing
- Leading and project managing complex private client advice
- Building your name as a technical specialist, inside the firm and out
- Reviewing and signing off complex SA returns
- Working alongside lawyers and other advisers on bigger planning projects
- Helping set the team's direction and developing the people in it
- Spotting and winning new work, with BD support
What you'll need
- CA, ATT, CTA, STEP or similar
- Strong advisory experience in IHT, trusts and succession planning
- Experience managing a team and several projects at once
- For Belfast and Newry, Irish CGT and CAT knowledge would be a big plus
What's in it for you
- Hybrid working and genuinely flexible hours
- Holiday you can buy or carry over, plus bank holidays
- Private medical cover, with the option to add your family
- Enhanced family leave, a competitive pension and life assurance
- A paid volunteering day and 24/7 wellbeing support
If you're doing the technical heavy lifting already and want the title and influence to match, let's talk.
For a confidential chat, get in touch with Lydia at ProTalent.
lydia@protalent.co | 01273 491 852 | ProTalent.eu