Private Client Tax Consultant
Job Description
An established accountancy practice is looking to appoint a Private Client Tax Consultant to join its specialist tax team.
This is an opportunity to work with a varied portfolio of private clients, gaining exposure to HNW individuals, trusts, estates and owner-managed businesses , alongside a mixture of compliance and advisory work.
The Role
You'll work closely with senior members of the team and take responsibility for a range of private client tax matters, including:
-
Managing and developing relationships with private clients
-
Preparing and reviewing personal tax returns
-
Working with HNW individuals, business owners, trusts and estates
-
Advising on areas including CGT, IHT, income tax and trusts
-
Supporting tax planning and wider advisory projects
-
Assisting with trust and estate work
-
Dealing with HMRC correspondence and enquiries
-
Researching technical tax matters and keeping up to date with legislation
-
Working collaboratively with colleagues across the wider tax team
-
Supporting junior members of the team where required What We're Looking For
-
CTA, ACA or ACCA qualified, or working towards a relevant qualification
-
Previous experience within a UK accountancy or tax practice
-
Strong personal tax experience
-
Experience managing or working with a private client portfolio
-
Good technical knowledge of UK personal tax
-
Exposure to trusts, estates, CGT and/or IHT
-
Strong communication and client relationship skills
-
A proactive approach and willingness to develop your advisory experience What's on Offer
-
Competitive salary and benefits
-
Hybrid and flexible working
-
Exposure to HNW and complex private client work
-
A mix of compliance and advisory experience
-
Strong technical and professional development
-
Supportive working environment
-
Clear progression opportunities For more information or a confidential conversation, get in touch.
Similar Jobs
Explore similar searches
Browse more roles related to Private Client Tax Consultant.