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About the role
Key responsibilities & impact- Oversee and lead client projects, effectively project managing challenging technical advice
- Manage and build client relationships
- Deliver strategic advisory services across private client
- Participate in day-to-day team operations and help ensure internal and external targets and deadlines are met
- Support the leadership team in setting and delivering departmental strategic objectives
- Identify and progress opportunities to promote the business, seek new opportunities, and secure new work
- Act as a technical expert in private client advice, including Inheritance Tax, Trusts, Estates, succession planning, and shareholder transactions
- Review and sign off complex Self Assessment Tax Returns
- Liaise with external advisors to deliver high-level tax advice
- Provide quality work briefings and ongoing support to staff
- Independently develop technical expertise and share it with clients and the wider market
- Share technical expertise across the team and firm to facilitate development of connected service lines
- Build practical solutions, make recommendations, and demonstrate their value to clients with due regard for risk
- Maintain long-standing, trusted client relationships
Requirements
What you’ll need- ATT/CTA qualified or equivalent
- Significant experience in private client taxation gained within professional practice
- Strong knowledge of UK personal taxation, capital gains tax, and inheritance tax
- Experience managing complex compliance portfolios
- Proven ability to provide technical tax advice to private clients
- Strong project management and organisational skills
- Excellent written and verbal communication skills
- Experience managing client relationships and supervising staff
- International private client tax experience desirable
- Knowledge of cross-border tax planning and double tax treaties desirable
- Experience advising non-UK residents and internationally mobile individuals desirable
- Trust and estate taxation experience desirable
- Exposure to family office or wealth management environments desirable
- Experience presenting to clients and professional intermediaries desirable
Benefits
Comp & perks- Annual leave plus public holidays, with the option to buy or carry over leave
- Enhanced parental leave (maternity, paternity, adoption)
- Paid volunteering day
- Private Medical Insurance (PMI) for you and the option to cover family members
- Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
- Death in Service benefit
- Competitive pension scheme
- Life assurance policies
- Hybrid working model
- Agile working culture supporting flexible hours and smarter working
- Modern office spaces designed for collaboration, focus, and wellbeing
- Tailored training, professional qualifications, and continuous support