Personal Tax Associate Lead
2 weeks ago
The Personal Tax Associate Lead will be responsible for managing a portfolio of high and ultra-high net worth clients, providing advisory services and assisting Directors/Principals/Partners on portfolio and ad hoc advisory and transaction work.
Key Responsibilities:
- Day-to-day tax compliance affairs and related communications
- Review of work prepared by junior staff
- Liaise with HMRC
- Manage a client portfolio
- Identify risk and technical matters, exercising judgement within agreed parameters
- Ensure quality control procedures are adhered to
- Participate in bids/proposals for new work
- Recognise business development opportunities and develop them with the client team
Skills and Qualifications:
- At least 2 years experience in personal tax
- In-depth knowledge of personal tax
- Ability to manage a small client portfolio
- Educated to degree level, or CTA qualified
- Demonstrable post-qualified experience
Salary: £65,000 - £85,000 per annum
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