An established accountancy practice is looking to appoint a Private Client Tax Consultant to join its specialist tax team.
This is an opportunity to work with a varied portfolio of private clients, gaining exposure to HNW individuals, trusts, estates and owner-managed businesses, alongside a mixture of compliance and advisory work.
The Role
You’ll work closely with senior members of the team and take responsibility for a range of private client tax matters, including:
- Managing and developing relationships with private clients
- Preparing and reviewing personal tax returns
- Working with HNW individuals, business owners, trusts and estates
- Advising on areas including CGT, IHT, income tax and trusts
- Supporting tax planning and wider advisory projects
- Assisting with trust and estate work
- Dealing with HMRC correspondence and enquiries
- Researching technical tax matters and keeping up to date with legislation
- Working collaboratively with colleagues across the wider tax team
- Supporting junior members of the team where required
What We're Looking For
- CTA, ACA or ACCA qualified, or working towards a relevant qualification
- Previous experience within a UK accountancy or tax practice
- Strong personal tax experience
- Experience managing or working with a private client portfolio
- Good technical knowledge of UK personal tax
- Exposure to trusts, estates, CGT and/or IHT
- Strong communication and client relationship skills
- A proactive approach and willingness to develop your advisory experience
What's on Offer
- Competitive salary and benefits
- Hybrid and flexible working
- Exposure to HNW and complex private client work
- A mix of compliance and advisory experience
- Strong technical and professional development
- Supportive working environment
- Clear progression opportunities
For more information or a confidential conversation, get in touch.
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Private Client Tax Consultant in Leatherhead employer: Insite US
As a leading accountancy firm in Edinburgh, we pride ourselves on fostering a collaborative and inclusive work culture that values professional growth and development. Our employees benefit from a supportive environment where they can engage with high-net-worth clients and tackle complex tax issues, all while enjoying competitive remuneration and opportunities for career advancement. Join us to be part of a dynamic team that is committed to excellence and innovation in the field of private client tax management.
