Overview
In this role you will manage a diverse portfolio of high-net-worth clients, providing compliant UK tax services and strategic planning. You will lead client relationships, mentor juniors, and collaborate with partners on complex matters within a top-tier UK firm. Expect to drive tax advisory projects, stay ahead of legislation, and contribute to a culture focused on development and exceptional client service. This hybrid London opportunity combines technical leadership with significant client impact.
Pay / Benefits
- Competitive salary package
- Hybrid and flexible working
- Birthday leave and enhanced holiday package
- Professional subscription support
- Access to exciting client work (compliance and advisory)
- Clear career progression in a top-tier firm
Responsibilities
- Manage a diverse portfolio of private clients ensuring compliance with UK tax regulations
- Serve as primary point of contact and build long-term client relationships
- Oversee preparation/review of self-assessment returns, IHT, CGT and trust returns
- Develop and implement bespoke tax planning strategies including IHT mitigation and estate planning
- Lead or contribute to high-impact advisory projects with senior partners
- Mentor and develop junior staff to foster growth and excellence
- Stay ahead of legislative changes and communicate updates to clients and internal teams
Key requirements
- ACA, ACCA, or equivalent professional qualification
- Proven experience in private client tax within a UK accountancy practice
- In-depth knowledge of UK personal tax, IHT, CGT, and trust taxation
- Demonstrated track record in managing complex personal tax affairs for high-net-worth individuals
- Strong leadership and interpersonal skills with team supervision experience
- Commitment to ongoing professional development and tax law changes
- 领导力
- 人际交往能力
- 团队培养与发展
- Private Client Tax
- IHT
- CGT
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