Role:
1. Deliver high-quality, commercially focused, and value-added tax advice to the firm’s Private Clients
2. Respond to new business opportunities originating from Partners, Directors, the firm’s website, and other channels
3. Take ownership of client meetings, project scoping, and ensure timely and budget-conscious delivery of work
4. Oversee projects from initiation to completion, ensuring effective execution and client satisfaction
5. Assist Partners and Directors with departmental management, process improvements, and work delivery oversight
6. Provide technical and managerial support to the Private Client team and wider firm, contributing to marketing, networking, and business development efforts
7. Review complex Trust tax returns with precision and attention to detail
8. Provide timely and accurate responses to ad hoc queries from the tax compliance team and other departments
9. Review and quality check work prepared by colleagues, as required
10. Build and maintain strong relationships with external referrers, including banks, solicitors, local authorities, and property professionals
11. Where relevant, lead on Will instruction matters depending on experience and expertise
12. Stay current with evolving tax legislation and technical knowledge
13. Promote a collaborative approach across departments, supporting the ‘one tax team’ and ‘one firm’ ethos
14. Mentor and support the development of junior team members, helping them build both technical knowledge and practical experience
15. Serve as a role model within the firm, demonstrating professionalism, integrity, and leadership
16. Undertake any additional responsibilities or tasks as requested by the firm
17. Proactively contribute ideas for personal development and continuous improvement within the firm
18. Represent the firm with the highest standard of professionalism in all client and professional interactions
Skills & Experience:
19. Proven technical expertise within the Private Client sector
20. CTA, STEP, or other relevant professional qualifications are preferred
21. Skilled in advising Private Clients, identifying advisory opportunities, agreeing fees, and delivering high-quality work
22. Able to perform effectively under pressure and meet tight deadlines
23. Strong ability to manage and prioritise both personal and team workloads
24. Exceptional attention to detail with a focus on delivering accurate work
25. Excellent interpersonal and relationship-building skills
26. Confident communicator, capable of engaging effectively at all levels
27. Experience with Wills and Trusts is desirable; training can be provided where needed
28. Strong influencing skills with the ability to guide and motivate others