Role Overview

A new role has been created within the tax and accounting team, focusing on trust tax and individual tax compliance for investment clients.

The position is best suited to candidates with at least eight years' experience managing a client‑focused tax practice.

Permanent, hybrid, R R

• Full‑time or pro‑rata for reduced hours.

Organisation

This organisation provides comprehensive financial planning and investment services, specialising in supporting clients in or approaching retirement.

Its offerings include investment and portfolio management, offshore services, trustee and retirement planning, estate and tax services, as well as wills and unit trust administration.

Responsibilities

• Review legislative changes and recommend changes in business operations, process flows and procedures, once approved at Exco, RCC, or Executive Board.
• Key client al...