This is a strong opportunity for someone who enjoys managing their own portfolio, building long-term client relationships and taking ownership of complex private client tax work, particularly around trusts, estates, IHT, TRS and personal tax compliance.
The role would suit someone already operating at Assistant Manager level or above who is ready for more ownership, broader client exposure and the chance to support the development of junior team members.
The role
You will manage a varied private client portfolio, acting as the main day-to-day contact and ensuring all compliance work is delivered accurately and on time.
Typical work will include:
* Managing a portfolio of private client, trust and estate tax cases
* Preparing and reviewing Self Assessment tax returns
* Handling trust and estate compliance matters, including TRS requirements
* Supporting with IHT returns and related estate administration matters
* Preparing CGT calculations and real-time CGT reporting where required
* Reviewing work prepared by junior members of the team
* Monitoring deadlines, workflow, WIP and billing across your portfolio
* Identifying additional client needs and opportunities for wider advisory support
* Supporting process improvements and the use of technology within the team
* Coaching and mentoring junior colleagues
* Liaising with internal advisory specialists where more complex planning work is required
About you
You will ideally have a strong background in private client tax compliance gained within an accountancy practice, tax advisory firm, legal/professional services environment or similar.
The firm is particularly keen to speak with people who have hands-on experience across trusts, estates, TRS and IHT compliance, as this will form an important part of the portfolio.
You will need:
* A relevant tax or professional qualification, such as ATT, CTA, STEP, CA, ACCA or equivalent
* Private client tax compliance experience at Assistant Manager level or above
* Experience managing or supporting a client portfolio
* Strong technical knowledge across personal tax, trusts and estates
* Confidence dealing directly with clients
* The ability to review work and support junior team members
* Good organisation and deadline management skills
* A practical, client-focused approach
* Experience with estate administration or tax software such as CCH would be useful, but is not essential.
Why this role?
This is a chance to join a well-established, growing professional services business with a strong private client offering and a collaborative culture.
You will have the opportunity to take real ownership of your work, build strong client relationships and continue developing technically, while also supporting and mentoring others in the team.
The firm offers:
* Hybrid working
* Flexible working culture
* Private medical cover
* Enhanced family leave
* Pension and life assurance
* Employee wellbeing support
* Paid volunteering time
* Ongoing training and career development
This would be a good move for someone who enjoys private client tax, wants a role with genuine responsibility and is looking for a supportive environment where they can continue progressing
Salary description
£50000.00 - £55000.00 per year