The Opportunity

An opportunity is available for an experienced Private Client Tax professional to join a growing tax team at Assistant Manager or Manager level. You will manage a varied client portfolio, deliver personal tax compliance and advisory services, and support the development of junior colleagues while building strong client relationships.

Key Responsibilities

• Manage a portfolio of private clients, taking responsibility for service delivery and client relationships.
• Provide personal tax advice and compliance support tailored to clients’ needs.
• Identify tax planning opportunities and proactively deliver appropriate advice and guidance.
• Respond to client queries and ensure a high standard of service.
• Work collaboratively with the wider tax team to meet deadlines and business objectives.
• Review work completed by junior team members and support their training and development.
• Provide constructive guidance and feedback to colleagues.
• Manage workloads, utilisation, productivity and work in progress.
• Contribute to team revenue, profitability and wider business targets.

What We’re Looking For

• CTA, ACA, ACCA, CA or equivalent qualified or part-qualified.
• Previous Private Client Tax or Mixed Tax experience within an accountancy practice.
• Strong technical knowledge of personal tax legislation and advisory matters.
• Experience managing client relationships and overseeing compliance work.
• Good communication and interpersonal skills, with the ability to build trusted client relationships.
• Experience reviewing work and supporting the development of junior colleagues.
• Strong organisational skills and the ability to manage competing priorities.
• Exposure to a range of industries and client types would be advantageous.