Tax Compliance Specialist for HNWIs

1 month ago


London, Greater London, United Kingdom Pro-Tax Full time
Personal Tax Supervisor Role Overview

A dynamic Personal Tax Supervisor position has arisen at a well-established accountancy firm in West London, serving high net worth individuals and directors. As part of the personal tax team, you will manage your own portfolio of clients, providing expert tax compliance and planning services.

Key Responsibilities:
  • Manage personal tax compliance portfolios, interacting directly with clients and key stakeholders.
  • Offer tax planning services to clients, including capital gains, inheritance tax planning, and succession planning.
  • Oversee personal tax work of junior members within the personal tax team.
About Pro-Tax

Pro-Tax is an ambitious and motivated tax practice that offers exciting opportunities for growth and development. By joining our team, you will have access to a diverse range of tax planning projects, allowing for extensive exposure to complex tax scenarios.

Requirements:
  • Prior experience managing a personal tax portfolio in the UK is essential.
  • Candidates must be qualified as ATT / CTA / ACA / ACCA.
  • Tax compliance expertise is crucial, with any tax planning experience or familiarity with trusts/inheritance tax being advantageous.
What We Offer:
  • A competitive salary of £45,000 + bonus and enhanced pension package.
  • An opportunity to work with high net worth individuals and support them with various tax planning projects.


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