Your newpany Join a forward‑thinking leading regional firm of Chartered Accountants, renowned for delivering exceptional client service and innovative solutions. You’ll work with a portfolio of high‑value clients in a culture which is professional, collaborative and built on trust.
Your new role You’ll take ownership of the private client tax offering, managing both recurringpliance and one‑off advisory projects. This is a hands‑on role with real influence and long-term progression.Key responsibilities include:
1. Managing and reviewingplex personal tax, CGT, IHT tax returns
2. Helping transition from a server-based to a cloud-based system and explore improving efficiencies and effectiveness using AI within the own files
3. Advising on consultancy projects such as shareholder exits, demergers, family investmentpanies and share schemes
4. Management of clients and systems
5. Helping shape and grow the private client function, including recruitment
What you'll need to succeed
6. Strong experience in UK private client/personal tax at Senior Manager level
7. Confidence withplex tax issues
8. A client‑focused,mercially aware approach
9. Experience using tax software (currently IRIS)
10. Experience in managing a team of personal taxpliance professionals.
11. Strongmunication skills for client interactions and team collaboration.
12. Ability to research and resolve technical tax queries.
What you'll get in return
13. Real influence over the private client service line
14. An attractive salary and benefits package.
15. Flexible working arrangements to support work-life balance.
16. Opportunities for professional development and career progression within a supportive environment.