Your newpany
As one of the largest independent accountancy and business advisory firms in the South West, this organisation offers excellent opportunities for career development within a supportive and collaborative culture. With multiple offices across the region, the firmbines the scale to work onplex projects with the flexibility and friendliness of a local team. Recognised nationally for its focus on wellbeing and professional growth, it has consistently ranked among the UK’s Best Workplaces and earned certification as a Great Place to Work. The firm also benefits from being part of a global network, providing access to international expertise and resources while maintaining its independent identity.
Your new role
1. Manage a portfolio of private clients, including high-net-worth individuals and trusts, delivering high-quality taxpliance and advisory services.
2. Provide tailored tax planning advice across areas such as inheritance tax, capital gains tax, and residence/domicile matters.
3. Oversee and review work prepared by junior team members, supporting their development and ensuring accuracy.
4. Prepare and review self-assessment tax returns and relatedputations, maintainingpliance with regulatory standards.
5. Build strong client relationships, handle queries confidently, and liaise with HMRC and other professional advisers to deliver exceptional service.
6. Identify opportunities to cross-sell services within the firm and contribute to business development initiatives.
What you'll need to succeed
7. Previous experience in a taxpliance and advisory role and drafting reports
8. ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
9. Understanding ofpliance standards imposed by the various regulatory authorities for tax
10. Organised and able to plan time efficiently in order to meet deadlines
11. Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients
What you'll get in return
12. Pension scheme and life assurance (up to 4x salary)
13. Ie protection and health cash plan
14. Option to buy extra holiday days*
15. Counselling, family support, and virtual GP access
16. Cycle-to-work scheme*
17. Discounts on shopping and gyms
18. Gifts for milestones and one volunteering day annually
19. Emergency financial support via charitable foundation