Overview
In this role you will manage a personal tax portfolio within a long-established London firm, balancing compliance with advisory work. You work closely with a collaborative, partner-led team to service entrepreneurial individuals, families and business owners, including international and non-UK domiciled clients. The role offers strong development prospects and a genuine focus on work-life balance in a high-quality private client environment. You will shape planning discussions and deepen technical and client-management skills within a supportive team.
Responsibilities
- Manage your own private client portfolio
- Oversee personal tax compliance for clients
- Support planning matters (CGT, IHT, trusts)
- Engage with internationally mobile and non-UK domiciled clients
- Operate in a partner-led, collaborative environment
Key requirements
- strong client relationship management
- team collaboration
- clear communication
- personal tax compliance
- planning for CGT
- IHT
…
