Key Responsibilities
- Strategic Tax Planning: Deliver bespoke advisory solutions across IHT, CGT, non-domiciled tax structuring, residency, and personal/corporate tax interaction.
- Portfolio Ownership: Act as the main trusted advisor for an entrepreneurial HNW client base, leading client meetings and identifying proactive planning opportunities.
- Compliance Oversight: Review and oversee tax compliance completed by junior staff rather than preparing baseline returns.
- Cross-Disciplinary Work: Collaborate closely with the Corporate Tax division on complex transactional and OMB restructuring projects.
- Practice Growth: Participate in business development, professional networking, and client acquisition initiatives (supported by generous bonus incentives).
About You
- Qualifications: CTA qualified, or CTA student (full financial and study leave support provided).
- Experience: Strong background in UK personal tax gained within practice, with exposure to HNWIs and owner-managed business structures.
- Skills: Commercial mindset, exceptional communication skills, and the confidence to lead client meetings and build long-term advisory relationships.
- Aspiration: Motivated to move away from heavy compliance delivery into a pure advisory role with rapid progression prospects.
What's on Offer
- Competitive Package: Base salary £55,000 - £65,000 (dependent on experience) + performance bonus + business development incentives.
- Full CTA Support: Comprehensive study funding, tuition courses, and paid study leave.
- Agile Culture: Modern hybrid working arrangement (3 days office / 2 days remote).
- Vibrant Environment: Highly collaborative team of ~60 staff featuring regular socials, rooftop gatherings, and industry networking events.
Rate:
£65,000/year
Location:
London
IR35 Status:
Not specified
Remote Status:
Hybrid
Industry:
Finance & Strategy
Seniority Level:
Mid-Level