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This is a fantastic opportunity offering flexible working, a company pension scheme, and a range of additional benefits. The successful candidate will join a forward-thinking and highly reputable firm, known for its client-focused approach and strong internal culture. You’ll play a key role in managing a diverse portfolio of private clients, including HNWIs, business owners, and trusts.
Job Responsibility:
Managing a varied portfolio of private clients, including HNWIs, directors, and trusts
Reviewing self-assessment tax returns and other compliance work
Providing bespoke tax planning and advisory services
Supporting junior team members with training and development
Liaising with HMRC and clients regarding complex tax queries
Working closely with Partners on business development initiatives
Requirements:
CTA qualified (or equivalent)
Strong technical knowledge of UK personal tax legislation
Excellent client relationship and communication skills
Proven experience in managing a portfolio of private clients
Must have a minimum of 4 years previous experience working within a UK Practice environment
What we offer:
Flexible working
Company pension scheme
Excellent long-term career progression opportunities
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