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- Manage and oversee a portfolio of private clients, ensuring accurate and timely delivery of personal and trust tax compliance services.
- Review self-assessment tax returns prepared by junior team members, ensuring quality standards before submission.
- Provide tailored tax planning and advisory services.
- Be a point of contact for complex client queries, delivering clear and proactive advice.
- Contribute to team development through supervision, technical guidance, and performance reviews.
- Liaise directly with HMRC and third parties when required on client matters.
- Ensure all work complies with relevant legislation, internal policies, and professional standards.
- Qualified CTA preferred; ACA or ATT considered with strong personal tax experience.
- Experience in private client tax within a UK accountancy practice.
- Ability to manage a client portfolio independently.
- Strong review skills and attention to detail.
- Excellent communication skills with the ability to explain complex tax issues in a clear, client-friendly manner.
- Proven ability to mentor and support junior colleagues.
- Hybrid and flexible working options - 3 days in office.
- 25 days annual leave, plus bank holidays.
- Career progression opportunities.
- Electric Car Scheme.
- Cycle to Work Scheme.
- Life Assurance.
- Flexible Holiday Purchase Scheme.
- Enhanced Family Pay – maternity, paternity, parental, and compassionate leave.
- Employee Assistance Programme – 24/7 confidential helpline and online support.
