FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal tax compliance and advisory services, with a strong focus on client relationship management and team leadership. Proficient in navigating tax legislation and ensuring compliance while supporting the development of junior team members.
Highest-signal resume keywords
CTA QualifiedATT QualifiedPersonal Tax ComplianceClient Portfolio ManagementTax Legislation Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Personal Tax ComplianceTax AdvisoryPortfolio ManagementLegislative KnowledgeTask Allocation
Soft Skills
Strong CommunicationHighly OrganisedTeam Leadership
Tools & Technologies
Microsoft OfficeCCHAI-Enabled Tax Systems
Certifications & Qualifications
CTA QualifiedATT Qualified
Industry Keywords
HNWI ClientsHMRC LiaisonTax Compliance ObligationsAdvisory Projects
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
