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- Fully ATT or CTA Qualified
- Hybrid working after probation
- £45,000
- Act as the primary client contact, delivering expert tax advice and ensuring seamless service.
- Manage a mixed portfolio, handling compliance, tax planning, and advisory services.
- Conduct annual client reviews, assessing fees, tax planning needs, and service requirements.
- Oversee and mentor junior team members, supporting their professional development.
- Identify cross-selling opportunities, working collaboratively across departments.
- Ensure compliance with tax regulations, internal policies, and industry standards.
- Support business development by promoting services to new and existing clients.
- Fully qualified ATT or CTA with experience in private client tax.
- Strong client relationship management skills, with a commercial mindset.
- Excellent communication skills, both written and verbal.
- Proficiency in Microsoft 365 and tax software.
- Strong problem-solving abilities and a proactive approach to workload management.
- Hybrid working after probation.
- 25 days annual leave (including Christmas shutdown) + Birthday off.
- Profit share scheme & bonuses (staff referrals, client introductions).
- Flexible leave options, including buy/sell annual leave, wellbeing leave, and compassionate leave.
- Financial benefits, including salary sacrifice pension and financial services advice discounts.
- Career development with an individual training budget.
- Health & wellbeing perks, including Simply Health cashback, health check-ups, and pet leave.
