Private Client Tax Consultant

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.