Responsibilities
Manage a diverse portfolio of private clients including high-net-worth individuals, business owners, partnerships, and trusts.
Oversee the preparation and review ofplex self-assessment tax returns.
Provide advisory services including inheritance tax planning, capital gains tax, non-domicile and residency planning, succession planning, and trust structuring.
Liaise directly with clients, HMRC, and other professional advisers.
Lead and mentor junior team members, providing training and performance feedback.
Ensure work ispleted to high technical and ethical standards, on time and within budget.
Contribute to business development, including attending networking events, identifying opportunities, and supporting proposals.
Keep up-to-date with changes in legislation and industry trends affecting private clients.
Key Requirements
Minimum of 5 years previous experience working in a Practice tax environment.
Qualified ATT or CTA (or candidate in final stages of CTA qualification).
Previous experience delivering excellent service to clients.
Proven experience in private client tax in a professional services environment.
Strong technical knowledge of UK personal tax legislation, especially regarding HNWIs, trusts, and IHT/CGT planning.
• Ability to work on own initiative unsupervised.
• Ability to work to strict deadlines.
Excellentmunication skills written and verbal.
Previous exposure to tax software (specifically Xero Tax and Digita) would be an advantage, along with a prerequisite for advanced Excel skills.
Additional Requirements
mercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organised, strategic.
Model
Hybrid
Salary
petitive
Benefits
Benefits
•pany Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhancedpany Sick Pay
• Employee Assistance Programme - 24/7 support, free and confidential
• Corporate Discounts Platform
Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
• PMI single or family
• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental
*subject to exceptions and business needs Job ID VN1397