Overview
In this role you will deliver proactive tax advisory for owner-managed businesses and private clients, overseeing complex projects such as restructuring and succession planning. You will work with a collaborative team to grow the firm’s tax offering and support clients through HMRC processes. The role combines hands-on advisory work with mentoring junior staff and contributing to business development. This is an entrepreneurial environment focused on client service, growth, and professional development.
Pay / Benefits
- Competitive salary and bonus package
- Clear progression opportunities
- Flexible and modern working environment
- Ongoing professional development and support
- Collaborative and supportive team culture
Responsibilities
- Provide proactive tax advice to owner-managed businesses, shareholders and private clients
- Manage complex advisory projects including restructuring, succession planning, share schemes and employee incentives
- Advise on inheritance tax planning, trusts and estates matters
- Support clients through HMRC enquiries and manage technical risk
- Mentor and develop junior members of the tax team
- Contribute to the growth and development of the firm’s tax offering
Key requirements
- CTA, ACA or ACCA qualified
- Experience in a tax advisory-focused role
- Strong experience advising owner-managed businesses and entrepreneurial clients
- Broad exposure to corporate, personal and shareholder tax matters
- Excellent client relationship management skills
- Commercial and solutions-focused approach
- Ability to support and develop junior team members
- Excellent client relationship management
- Commercial and solutions-focused mindset
- Mentoring and people development
- Tax advisory expertise across corporate, personal and shareholder matters
- Inheritance tax planning, trusts and estates
- Restructuring and succession planning
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