An established accountancy practice is looking to appoint a Private Client Tax Consultant to join its specialist tax team.
This is an opportunity to work with a varied portfolio of private clients, gaining exposure to HNW individuals, trusts, estates and owner-managed businesses , alongside a mixture of compliance and advisory work.
The Role
You’ll work closely with senior members of the team and take responsibility for a range of private client tax matters, including:
Managing and developing relationships with private clients
Preparing and reviewing personal tax returns
Working with HNW individuals, business owners, trusts and estates
Advising on areas including CGT, IHT, income tax and trusts
Supporting tax planning and wider advisory projects
Assisting with trust and estate work
Dealing with HMRC correspondence and enquiries
Researching technical tax matters and keeping up to date with legislation
Working collaboratively with colleagues across the wider tax team
Supporting junior members of the team where required
What We're Looking For
CTA, ACA or ACCA qualified, or working towards a relevant qualification
Previous experience within a UK accountancy or tax practice
Strong personal tax experience
Experience managing or working with a private client portfolio
Good technical knowledge of UK personal tax
Exposure to trusts, estates, CGT and/or IHT
Strong communication and client relationship skills
A proactive approach and willingness to develop your advisory experience
What's on Offer
Competitive salary and benefits
Hybrid and flexible working
Exposure to HNW and complex private client work
A mix of compliance and advisory experience
Strong technical and professional development
Supportive working environment
Clear progression opportunities
For more information or a confidential conversation, get in touch.
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