Overview
In this role you will deliver tax compliance and advisory services to private clients, including business owners and high-net-worth individuals. You will collaborate with the Senior Management team to provide planning across capital, remuneration, property, and international tax matters, while coaching trainee accountants. This position supports growth of the private client tax practice and enhances client relationships. You will contribute to the firm’s success by shaping tax solutions for a diverse client base.
Pay / Benefits
- 27 days holiday, plus bank holidays
- extra time off at Christmas
- Hybrid and flexible working
- contributory pension
- life assurance
- critical illness cover”,”Simply Health cashback plan including GP service and counselling”,”Perkbox discounts and rewards platform”,”social events and development opportunities
Responsibilities
- Provide tax compliance and advisory services to a range of clients (private clients, owners, landlords, high-net-worth individuals)
- Lead capital tax planning, including inheritance tax, succession planning, and trusts
- Oversee remuneration planning and share incentive schemes
- Manage property tax projects and international tax issues
- Develop and coach trainee tax accountants into business advisors
- Collaborate with Senior Management to deliver range of taxation advice
Key requirements
- Appropriately qualified with experience in private client/personal tax
- Excellent communicator with strong client relationship skills
- Strong people manager with coaching capabilities
- Keen to contribute to growth of Bishop Fleming
- Experience in a private client/personal tax environment
- communication
- leadership
- relationship-building
- private client tax
- capital tax planning
- inheritance tax
…
