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About the role
Key responsibilities & impact- Oversee relationships with HNWI clients from a tax perspective
- Review the work of junior members of the team
- Work on a complex allocation of tasks and assist with advisory projects
- Ensure personal tax compliance obligations are met
- Deliver high-quality personal tax compliance services
- Build and maintain strong client relationships
- Liaise with HMRC on behalf of clients
- Keep abreast of legislative and technical developments
- Identify opportunities to provide additional services
- Support senior management with advisory projects
- Assist in overseeing the workload of junior team members
- Support the technical and professional development of junior colleagues
- Review work to a high standard
- Seek opportunities to generate additional advisory work
Requirements
What you’ll need- CTA qualified (or part-qualified) and ATT qualified
- At least 5 years’ experience in personal tax
- Strong technical knowledge of personal tax compliance
- Experience managing a portfolio of clients
- Up-to-date understanding of tax legislation
- Highly organised with the ability to manage multiple priorities
- Strong communication skills
- Proficient in Microsoft Office
- Experience with CCH and AI-enabled tax systems would be advantageous
Benefits
Comp & perks- Health insurance
- Paid time off
- Flexible working arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Personal Tax ComplianceTax AdvisoryPortfolio ManagementLegislative KnowledgeTask Allocation
Soft Skills
Strong CommunicationHighly OrganisedTeam Leadership
Certifications
CTA QualifiedATT Qualified