- Managing personal tax compliance for a portfolio of clients
- Providing tax planning and advisory services, particularly around IHT and trusts
- Reviewing and submitting self-assessment tax returns
- Supporting junior team members and contributing to their development
- Building strong client relationships and identifying advisory opportunities
- CTA qualified or qualified by experience in a similar tax-focused role
- Strong technical knowledge of personal tax, IHT, and trust matters
- Excellent communication and interpersonal skills
- Proven ability to manage a busy workload and meet deadlines
- A proactive and client-focused approach
- A varied and rewarding role within a well-regarded local practice
- Competitive salary dependent on experience
- Opportunities for further professional development
- A friendly and supportive working environment