Private Client Tax Lead
5 days ago
We are seeking a highly experienced tax professional to join our team as a key member of the Private Client Tax department.
About the Role:
This is an outstanding opportunity for a senior tax professional to lead a portfolio of private clients, providing expert guidance on tax matters and managing the compliance process.
Key Responsibilities:
- Manage a portfolio of private clients, overseeing the compliance process and identifying tax sensitive expenditure and wider tax issues.
- Support the Tax Partners closely to deliver tax advisory services and manage the private client tax team by hearing the voice of team members, conducting appraisals, and providing coaching of assignments to support the development of team skills.
- Establish strong working relationships with your own portfolio of clients through regular contact, including attending client meetings and monitoring your own utilisation, productivity, and WIP.
Requirements:
- An individual with previous Personal/Private Client/Mixed Tax experience in a similar role within a practice environment and strong technical knowledge and the ability to carry out research into complex areas of tax legislation.
- Ability to seek new business opportunities and confident in providing guidance and feedback to others in the team.
- A degree in a relevant field or equivalent experience and Chartered Tax Adviser (CTA) status or studying towards it would be advantageous.
What We Offer:
A competitive salary of £85,000 - £110,000 per annum, depending on experience, plus benefits including hybrid & flexible working, birthday leave, professional subscription, and much more.
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