Tax Accountant

We are seeking an experienced Chartered Tax Advisor (CTA) specialising in private client tax to join our tax team. The successful candidate will manage a portfolio of high-net-worth individuals, families, trusts, and estates, delivering bespoke tax advice and compliance services. You will play a key role in advising on personal tax, estate planning, inheritance tax, and capital gains tax matters, ensuring that clients' tax affairs are managed efficiently and effectively.

• Tax Advisory:

  • Provide high-quality tax advice to private clients, including high-net-worth individuals, families, and trusts, on income tax, capital gains tax, inheritance tax, and other personal tax matters.
  • Advise on complex tax issues such as non-domicile tax matters, residence status, and the taxation of offshore assets and trusts.
  • Develop tax planning strategies for succession planning, inheritance tax mitigation, and capital gains tax management.

• Tax Compliance:

  • Manage the preparation and submission of personal tax returns for a portfolio of clients, ensuring compliance with UK tax legislation and deadlines.
  • Review tax returns prepared by junior team members, providing feedback and ensuring accuracy.
  • Handle tax compliance for trusts and estates, including inheritance tax reporting and capital gains tax calculations.

• Client Management:

  • Act as the main point of contact for a portfolio of private clients, building strong relationships and providing a proactive and responsive service.
  • Conduct regular reviews of clients' tax positions, identifying risks and opportunities for tax mitigation.
  • Liaise with clients to gather required information, explain complex tax matters, and provide tailored advice that aligns with their personal and financial objectives.

• Estate and Succession Planning:

  • Provide expert advice on estate planning, including the use of wills, trusts, and family investment companies to structure clients' affairs tax efficiently.
  • Advise on the taxation of gifts and lifetime transfers, including the use of exemptions and reliefs to mitigate inheritance tax liabilities.
  • Work with legal advisors and financial planners to deliver integrated solutions for clients' long-term wealth planning.

• Tax Disputes and Investigations:

  • Assist clients with tax disputes, inquiries, and investigations, liaising with HMRC on their behalf to resolve issues.
  • Provide support during HMRC compliance checks, including voluntary disclosures, tax relief claims, and dispute resolution.

• Collaboration and Business Development:

  • Collaborate with other departments (such as legal, financial planning, and corporate tax teams) to provide comprehensive tax solutions for clients.
  • Support senior team members in developing new business opportunities, participating in client pitches and proposals, and contributing to the firm's growth initiatives.
  • Attend client meetings and represent the firm at networking events and seminars.

• Technical Knowledge:

  • Keep up-to-date with changes in tax legislation, particularly those impacting private clients, trusts, and estates.
  • Share knowledge and expertise within the team, helping to develop junior staff and ensuring technical accuracy in all client deliverables.

• Education:

  • Chartered Tax Advisor (CTA) qualification is highly desired.

• Experience:

  • 3+ years of experience in personal tax, ideally in a private client tax role within an accountancy firm or specialist tax consultancy.
  • Proven experience advising high-net-worth individuals, families, and trusts on a broad range of tax matters.
  • Strong knowledge of UK tax laws, including inheritance tax, capital gains tax, and income tax.

• Competitive salary.
• Professional development and ongoing training opportunities.
• Flexible working arrangements, including hybrid work options.

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: gb/en/privacy-notice

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