The Role
You'll manage a varied portfolio of private clients, including HNWIs, directors, landlords, sole traders, trusts and partnerships, delivering high-quality compliance work while identifying tax planning opportunities.
Key responsibilities include:
- Managing the Self-Assessment compliance process
- Preparing and reviewing personal, partnership and trust tax returns
- Advising on income tax, CGT, foreign income and residency matters
- Handling P11Ds, PSAs and HMRC correspondence
- Identifying tax planning opportunities and supporting Partners on advisory work
- Building strong client relationships and mentoring junior team members
About You
You'll have experience managing your own private client portfolio within a UK accountancy practice, strong technical knowledge of personal tax, and excellent client relationship skills.
Ideally you'll have:
- UK private client tax compliance experience minimu 5 year
- Portfolio management experience
- ATT, CTA or qualified by experience
There are clear opportunities for career progression and the option for this to become a full-time career opportunity.