IN A NUTSHELL

Are you a tax professional eager to accelerate your career within a firm that prioritises your growth and development?
By joining our dynamic tax team, you will have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of personal tax clients. This includes working with trusts and high-net-worth (HNW) individuals. You will play a crucial role in ensuring our clients receive top-tier service, leveraging your expertise to navigate complex tax matters and provide insightful advice.
We are committed to supporting your professional journey, offering continuous learning opportunities and a collaborative environment where your skills and career can flourish.

• Look after a portfolio of cases, including some trusts as well as high net worth individuals
• Drafting reports and letters providing tax advice including IHT planning, residence and domicile
• Meeting with clients to ascertain and advise on their tax planning needs
• Undertake CGT advice on property, shares etc for both UK resident and non-UK resident individuals
• Reviewing the work of more junior staff and contributing to their professional learning and development
• Providing and managing compliance services including preparing and reviewing self-assessment tax returns and computations
• Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
• Request, collate and maintain client information
• Correspond and deal confidently with client enquires
• Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service