Overview
In this role you will lead a diverse portfolio of high-net-worth private clients, providing compliant UK tax services and strategic advisory. You will work closely with partners to drive high-value outcomes while mentoring junior staff and supporting career development within a top-tier firm. You will stay ahead of tax changes and communicate updates to clients and internal teams. This is an opportunity to shape client strategies in a collaborative, growth-focused environment.
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 with supportive culture
Responsibilities
- Manage a diverse portfolio of private clients ensuring UK tax compliance and advisory support
- Act as primary contact to build long-term client relationships
- Oversee preparation and review of self-assessment, 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 junior team members to foster growth and excellence
- Stay ahead of legislative changes and communicate updates to clients and internal teams
Key requirements
- Qualified with CTA, ACA, ACCA or equivalent
- Proven private client tax experience in a UK accountancy practice
- In-depth knowledge of UK personal tax legislation (IHT, CGT, trusts)
- Track record in managing complex personal tax affairs for HNW individuals
- Strong leadership and interpersonal skills with team supervision experience
- Commitment to ongoing professional development and tax law updates
- Leadership
- Interpersonal communication
- Mentoring/people development
- UK personal tax legislation (IHT, CGT, trusts)
- Private client tax advisory
- Estate planning and residency/domicile advice
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