Your new company

Your new role

• Assisting in managing a diverse portfolio of personal tax compliance clients
• Identifying personal tax planning opportunities and assisting in delivering advisory assignments
• Playing a key role in the delivery of estate planning services to clients
• Training and mentoring trainees within the team, developing their professional skills
• Building and maintaining trusted client relationships
• Overseeing the financial management of your portfolio
• Contributing to the firm’s Business Development initiatives.

What you'll need to succeed

• ACA and/or CTA qualified.
• Experience in personal tax compliance or managing a portfolio that delivers personal tax and estate planning services
• Strong interpersonal skills with the ability to develop exceptional client relationships
• Proficiency in identifying and delivering tax planning opportunities
• Solid organisational skills with the ability to manage multiple priorities efficiently
• Leadership and mentoring skills, with experience in developing junior staff
• Commercial awareness, with the ability to contribute to business development
• A proactive and solutions-focused mindset.

What you'll get in return

• Competitive salary and benefits package, including access to our employee benefits hub, with resources on health and financial well-being as well as lifestyle savings
• Working in an environment that fosters learning and development
• Internal mentor and buddy system to support you through your career journey
• Personal development programs to facilitate career growth, alongside practical, on-the-job training.

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.