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About the Role

This role offers broad exposure to advisory projects, work with a variety of clients, scope for progression, and a fun work environment. You will build trusted relationships with high-net-worth individuals and trusts, provide expert tax advice, and identify opportunities to assist clients further. You will also conduct advisory work, manage and mentor junior team members, and be comfortable providing multi-jurisdictional tax advice. The role is designed for career growth and development with strong team support.

Responsibilities

Build secure and trusted relationships with your portfolio of high-net-worth individuals and trusts
Provide expert tax advice and guidance to clients on a wide range of issues, including income tax, capital gains tax and inheritance tax
Spot opportunities to help our clients further and deepen your relationships
Provide advisory work to our high net worth individual and trust clients, working with a partner/senior manager
Be comfortable providing multi-jurisdictional tax advice
Review work, manage and mentor junior members of the team, providing guidance and support as needed

Requirements

Proven in delivering sound technical advice on advisory projects
Strong leadership skills
Outstanding commercial acumen
Drive to deliver the best
Determination for getting it right first time
ATT qualified with experience working in a Private Client/Personal Tax focused role managing a portfolio of private clients
Strong technical knowledge of UK tax laws and regulations, with experience in advising high-net-worth individuals and trusts
Ability to work independently and as part of a team
Strong organisational and time management skills

Skills

Communication
Acting with purpose
Thinking outside the box
Leadership
Commercial acumen
Technical tax advice
Client relationship building
Teamwork
Organisational skills
Time management skills

Location

Remote
In office
With clients

Work Type

Flexible approach to work
Full-time

Experience Level

Manager
Senior Manager

Education Level

ATT qualified
CTA qualified (Ideally)

Benefits

Generous holiday entitlement
Enhanced parental leave policy
Enhanced pension scheme
Multi-award-winning wellbeing offering
Volunteering opportunities
Social/sports clubs

About the Company

Dubbed ‘the rebels of accountancy’
Straight-talking
People and relationships before products and services
Streamlined, client-focused service – free from unnecessary red tape
No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
Became B Corp Certified in 2023 and the UK’s largest accountancy B Corp
Achieved 5 awards at the Inspiring Workplace Awards in 2025

Equal Opportunity

As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.