Overview
In this hands‑on private client role you will manage an excellent portfolio at a well‑established modern practice, working with Partners to deliver high‑quality personal tax advice. You will be part of a tight‑knit team of six and focus on personal tax, IHT, trusts and estates.
Responsibilities
* Manage a high‑quality private client portfolio covering personal tax, IHT, trusts and estates.
* Prepare and review self‑assessment returns, CGT calculations, P11Ds, trust & estate returns, and IHT forms.
* Support Partners with MTD implementation and modernise tax processes.
* Assist with advisory work including income extraction, IHT planning, trust structuring and broader wealth/succession matters.
* Act as liaison point between clients, HMRC, solicitors and internal teams.
* Spot planning opportunities and raise advisory points where appropriate.
* Supervise and mentor junior colleagues, contributing to workflow management.
Qualifications
* Experience as a Personal Tax Senior, Assistant Manager or Manager in a practice environment.
* Qualifications: ATT, CTA, ACA, ACCA or strong QBE experience.
* Solid grounding in personal tax, IHT, trusts and estates.
* Confidence managing a portfolio and working directly with private clients and HNWIs.
* Proactive approach to digital change and MTD developments.
* Excellent communication, organisation and client‑care skills.
Benefits
A competitive salary based on experience.
Modern offices with free on‑site parking.
Flexitime, overtime options and a good pension scheme.
Collaborative culture with accessible Partners.
Exposure to high‑quality private client work.
Ongoing professional development and clear career progression pathways.
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