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About the role
Key responsibilities & impact- Deliver high-quality personal tax compliance services to a portfolio of HNW clients
- Review and manage personal tax returns and ensure statutory deadlines are met
- Liaise with HMRC on behalf of clients and deal with enquiries where appropriate
- Build and maintain strong client relationships
- Keep abreast of legislative and technical developments and share relevant updates
- Identify opportunities to provide additional legal and financial advisory services
- Support senior management with ad hoc advisory projects and client queries
- Oversee junior team members’ workload, provide feedback, coaching and technical guidance
- Review work to identify technical issues, risks and opportunities
- Generate additional advisory work from existing clients
- Contribute positively to the team as a supportive and motivational presence
- Use technical resources and reference materials to support decisions and enhance team knowledge
- Monitor time and profitability across the client portfolio, ensuring timely invoicing and strong recovery rates
- Collaborate with other service lines, particularly the Wealth team
Requirements
What you’ll need- CTA qualified or part-qualified
- ATT qualified
- At least 5 years’ experience in personal tax
- Strong technical knowledge of personal tax compliance, including preparing and reviewing tax returns
- Experience managing a portfolio of clients and building long-term trusted relationships
- Up-to-date understanding of tax legislation, Budget changes and compliance requirements
- Highly organised, with the ability to manage multiple priorities and meet deadlines
- Strong communication skills, with the ability to explain technical matters clearly and support junior team members
- Proficient in Microsoft Office
- Experience with CCH and AI-enabled tax systems would be advantageous
Benefits
Comp & perks- Hybrid working available
- Permanent, full-time employment