Tax Professional

4 weeks ago


Portsmouth, Portsmouth, United Kingdom Carpenter Box Full time
Private Client Tax Services Opportunity

We are seeking a highly motivated and ambitious tax professional to join our Private Client Services team. This role would suit an existing Manager looking to progress and develop their skills, or an Assistant Manager aspiring to be a Manager.

The ideal candidate will have experience with trusts and estates, strong communication and team working skills, excellent organisational skills, and the confidence to speak to clients face to face or on the telephone.

We offer a supportive environment, hybrid working, agile working hours and space, relaxed 'Dress for your Day' policy, paid overtime or time off in lieu, 25 days holiday plus bank holidays, and the opportunity to purchase additional holiday days.

The role will involve working within the Private Client Services team, managing your own portfolio of clients, working on tax compliance, providing support to others in the team, and preparing technical analysis.

We value diversity and promote equality, and welcome applications from people of all backgrounds.

We believe that flexibility at work can provide many significant benefits, and we are open to considering different ways of working.

  • Manage your own portfolio of clients
  • Work on tax compliance relating to the client portfolio
  • Provide support to others in the team
  • Prepare technical analysis
  • Work with client administrators to ensure client administration and risk procedures are completed appropriately
  • Work with local solicitors to assist them with tax matters on their clients


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