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?? City of London | Contract: Permanent | Hybrid: Yes
?? The Role
The successful candidate will be a key member of the personal tax team, managing a diverse portfolio that includes high-net-worth individuals (HNWIs), non-domiciled clients, sole traders, partnerships, and offshore trusts. This position is far from routine compliance — it offers substantial advisory exposure and a strong voice within the firm.
Key areas of responsibility include:
- Advisory services, with a focus on inheritance tax (IHT), residency and domicile issues, and offshore structuring
- Review and oversight of personal tax returns
- Partner collaboration, both strategic and operational
- Business development via events and thought leadership contributions
With upcoming changes to non-dom rules in 2025, this is a prime opportunity for someone looking to lead complex advisory projects.
?? Responsibilities
- Manage a varied and high-value personal tax portfolio
- Advise clients on IHT, residency, pre-arrival planning, and non-dom changes
- Act as the main contact for clients and their advisers on a wide range of issues
- Prepare, review, and file personal tax returns
- Lead client meetings, budgeting, and delivery oversight
- Mentor junior staff and manage a small team
- Represent the firm at networking events and internal seminars
?? Ideal Candidate Profile
- Minimum 5 years' experience in private client tax, including work with non-doms and offshore structures
- CTA-qualified (or equivalent), with strong personal tax expertise
- Confident communicator, able to engage clients and colleagues with ease
- Passionate about mentoring and team development
- Highly organised and deadline-focused
- Bonus if already engaged in planning around 2025 non-dom reforms
?? Tech & Tools
- Proficient in Word, Excel, and cloud-based tax platforms
- Supported by a modern tech infrastructure and a digitally savvy team
�? Benefits
- Competitive salary plus performance bonuses
- 25 days’ annual leave, plus bank holidays
- Hybrid working environment
- Enhanced parental leave
- Private medical options
- Social events, summer hours, and early Friday finishes
- Transparent career progression and partner accessibility
The Culture
This is a heritage firm with a start-up mindset — open, collaborative, ego-free, and forward-thinking. The environment supports growth, values autonomy, and puts a premium on meaningful work in private client tax.
