Job Description

The successful individual will manage a portfolio of private clients and be their first point of contact principally related to areas such as Income tax and Capital Gains along with Property tax, Trusts & Estates, Inheritance issues, Non-domicile and Expatriate tax.

The role involves supporting the Partners in more complex advisory work, working on ad hoc projects, the provision of tax planning advice and regular client liaison.

Our client is offering an outstanding remuneration and benefits package including a highly competitive salary and a good work/ life balance.

The role can be seen in more detail below:

Duties & Responsibilities:

• Managing a diverse portfolio of clients
• Clients include Directors, Sole Traders, Trusts, HNWIs and non-domiciled individuals
• Identifying tax planning opportunities
• Preparation and review of Personal Tax returns
• Assisting the Partner(s) with consulting and advisory work
• Compliance: Advisory split dependent on the individual
• Reviewing the work of junior staff members
• Dealing with ad-hoc client queries

Required Knowledge, Skills, and Abilities

The ideal candidate will be ATT Qualified or CTA Qualified/ part qualified with strong technical skills and ideally have experience of managing their own portfolio of private clients. ATT Qualified / CTA Part Qualified/ Qualified. Strong Personal/ Private client tax experience within a practice environment. Strong communication skills.