In a nutshell
Join our Tax team advising wealthy business owners, landed estates and other high-net-worth individuals. You’ll deliver expert advice on business structuring including use of trusts and partnerships and private client advice focused on family businesses.
As a senior leader, you’ll help with practice development, mentor your colleagues, and build trusted relationships with clients who value discretion and expertise.
What’s in it for you?
1. A high-profile client base with complex, rewarding work
2. A clear path for career progression in a firm that invests in your development
3. The opportunity to influence the direction of our private client and owner managed business services
4. A collaborative, forward-thinking environment where your ideas are valued
5. Flexibility, autonomy, and support to thrive professionally and personally
6. Being part of a vibrant and growing team
What you'll be doing day to day
7. Lead complex tax advisory projects, including inheritance tax, succession planning, and restructuring of family-owned entities, coordinating input from legal and financial specialists
8. Assist and manage recurring compliance services as necessary to support clients
9. Act as the primary point of contact for clients, building long-term relationships and delivering tailored, proactive advice
10. Support the firm in business development, identifying opportunities within existing client bases and attending relevant networking and industry events
11. Mentor and manage junior team members, providing technical guidance, feedback, and career development support
12. Monitor team performance, billing, and recoveries, ensuring work is delivered efficiently and profitably
13. Maintain high standards of compliance and risk management, ensuring adherence to internal policies and regulatory requirements
About you
14. Previous Manager level experience in a tax compliance and advisory role
15. CTA qualified (or equivalent) with up-to-date technical knowledge (STEP, ACA or ACCA qualification is desirable)
16. Self-starting with good commercial and inter-personal skills
17. The ability to lead a team and inspire them to become the best advisors they can
18. Highly motivated with the ability to engage with clients with significant levels of wealth and with colleagues at all levels
19. Organised and able to plan time efficiently in order to meet deadlines
20. Demonstrates a creative approach to problem solving with a strong desire to succeed
21. In depth experience in using tax software programmes; plus, more advanced MS Excel, Word, and Outlook skills