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A well-established and growing accountancy firm seeks a skilled Private Client Tax Specialist for a mixed compliance and advisory role. This position involves managing a portfolio of personal tax clients, focusing on non-UK domicile cases, HNWIs, and offshore structures, while supporting partners with advisory work.
Key Responsibilities:
- Manage a diverse portfolio, including non-doms, HNWIs, partnerships, and offshore trusts.
- Assist with advisory projects, such as IHT planning, pre-arrival advice, and offshore structures.
- Prepare and attend client meetings, set budgets, and ensure timely delivery of work.
- Liaise with clients on tax matters, including IHT, income tax, and capital gains tax.
- Handle HMRC enquiries and disclosures.
- Review tax returns and ensure HMRC deadlines are met.
- Monitor budgets, billing, and contribute to business development and publications.
Qualifications & Skills:
- CTA qualification with 5+ years of private client tax experience.
- Strong knowledge of non-doms and offshore structures.
- Excellent client-facing, organisational, and people management skills.
- Proficient in Word, Excel, and tax software.
This role offers the opportunity to work in a collaborative environment, providing expert advice and practical solutions to clients.
