Job Description

The ideal candidate will be ATT Qualified, CTA Qualified/ part qualified or QBE with strong technical/ compliance skills and ideally experience of managing their own portfolio of clients.

The role will involve working with a diverse client base including HNWIs, non-domiciled individuals, directors, partnerships, trusts and as the role develops the successful individual will be exposed to more complex advisory work.

Our client is offering an outstanding remuneration and benefits package including flexible working, CTA study support (optional), health insurance and the option of working from home. The role can be seen in more detail below:

• Managing a diverse portfolio of clients
• Preparation and review of Personal Tax returns
• Identifying tax planning opportunities
• Assisting the Partner(s) with consulting and advisory work
• Compliance: Advisory split dependent on the individual
• Reviewing the work of junior staff members
• Liaising with HMRC.
• Dealing with client queries

Required Knowledge, Skills, and Abilities

• ATT Qualified / CTA Part Qualified/ Qualified / QBE
• Strong Personal/ Private client tax experience within a practice environment
• Experience of managing a client portfolio (ideally)
• Strong communication skills