Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role involves managing a diverse portfolio of high-net-worth individuals, business owners, trusts, and estates, delivering both compliance and advisory services, supporting junior staff, and collaborating with senior leadership on complex tax planning.

Responsibilities

• Manage a portfolio of private clients, ensuring advisory needs are addressed.
• Act as the key point of contact for clients, developing strong, long-term relationships.
• Review and oversee the preparation of self-assessment tax returns, IHT, CGT, and trust returns.
• Deliver bespoke tax planning solutions including inheritance tax, estate planning, residency, domicile, and succession planning.
• Lead or support on advisory projects alongside partners.
• Supervise, support, and develop junior members of the team.
• Stay up to date with current legislation and communicate changes internally and to clients.

Requirements

• CTA / ACA / ACCA qualified (or equivalent).
• Significant experience in private client tax within an accountancy practice environment.
• Strong technical knowledge of UK personal tax legislation.
• Ability to manage and advise high-net-worth individuals and complex personal tax affairs.
• Strong interpersonal skills and experience mentoring junior staff.

Location

• London

Work Type

• Hybrid

Benefits

• Hybrid and flexible working
• Birthday leave and enhanced holiday package
• Professional subscription support
• Access to exciting client work, both compliance and advisory
• Clear career progression in a top-tier firm with a supportive team culture

About the Company

• This firm is a leading Top 100 accountancy firm and an SME-focused practice in the UK.
• They offer an outstanding platform for experienced tax professionals to advance their careers in a flexible, progressive, and people-centric environment.