Overview
In this role, you will manage a personal tax portfolio within a respected East Sussex firm. You will report to the Partners on a mix of compliance and advisory work, shaping tax solutions for diverse clients. You’ll work closely with cross-functional teams to deliver accurate tax returns and proactive planning. This is a people-focused role in a friendly, supportive culture that values long-term client relationships. A meaningful hook is the opportunity to contribute to a well-regarded firm known for its positive work environment.
Pay / Benefits
- Free on-site parking
Responsibilities
- Manage and develop a portfolio of personal tax clients
- Deliver compliance work (tax returns, obligations)
- Provide advisory support and planning for clients
- Build and nurture ongoing client relationships
- Report to Partners on progress and opportunities
- Collaborate with colleagues on cross-functional client solutions
Key requirements
- ATT or CTA qualified
- well-rounded personal tax experience
- strong interpersonal skills
- ability to build and nurture client relationships
- strong interpersonal skills
- client relationship management
- communication
- personal tax compliance
- advisory tax planning
- portfolio management
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