Your new company

Your new role

• Manage a diverse portfolio of private clients including high-net-worth individuals, business owners, partnerships, and trusts.
• Oversee the preparation and review of complex 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 is completed 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.

What you'll need to succeed

• CTA qualified (or ACA/ACCA with strong tax experience).

• 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.

• Excellent communication skills and client service orientation.

• Ability to manage a team and juggle multiple priorities effectively.

What you'll get in return

• Company Pension Scheme

• Life Assurance x4 annual salary

• Enhanced family leave policies

• Enhanced Company Sick Pay

• Corporate Discounts Platform

• Hybrid and Flexible Working

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.