Back to search
A Top 20 firm are looking for an experienced Private Client Tax Advisor to join their growing team!
This role is crucial to their ambitious growth plans to double in size over the next five years. If you want to make a significant impact, this is the perfect opportunity for you!
Join a highly skilled team, collaborating with a diverse portfolio of clients. You'll provide expert support in cash extraction planning, capital gains tax, and the taxation of trusts and estates. You'll manage your own portfolio of clients and support junior staff members.
This role is perfect for a tax advisory expert eager for a new challenge at a prestigious firm.
Key Responsibilities:
- Oversee a portfolio of private client tax returns, including trusts, estates, partnerships, and high-net-worth individuals
- Identify tax-saving opportunities to optimize clients' tax positions
- Provide tax planning and advisory services in relation to inheritance tax, capital gains tax, and income tax
- Review personal, trust, and estate tax returns prepared by junior staff
- Supervise and mentor junior staff
Skills and Experience:
- ATT, CTA, or ACCA Qualified
- 2-3 years of advisory experience
- Strong technical understanding of tax
- Proficient in Excel
- Strong written and verbal communication skills
If you're interested in exploring this opportunity further, please apply directly or drop me an email with your full CV to:
If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://refer-a-friend
