Competitive salary, dependent on experience
A fantastic opportunity for a CTA-qualified Private Client Tax professional to join a well respected mid-tier accountancy firm. This varied and client-focused role involves managing a diverse portfolio of high-net-worth individuals and owner-managed businesses, providing both compliance and advisory support. Ideal for someone who enjoys close client interaction, autonomy, and variety in their work.
Please note a CTA qualification is essential for this role.
Key Responsibilities:
- Manage a large portfolio of clients, primarily high-net-worth individuals and owner-managed businesses.
- Build and maintain strong relationships, providing timely, high-quality tax advice and support.
- Collaborate with partners and senior staff to ensure all client deadlines and expectations are met.
- Review and oversee the work of junior team members, providing guidance and mentoring where required.
- Identify proactive solutions and opportunities for clients, including participation in new business meetings.
- Manage workflow, billing, and recoverability for your client portfolio.
Requirements:
- Strong technical tax knowledge and broad experience across personal tax compliance and advisory work.
- Proven ability to manage multiple projects and deliver quality work within agreed timelines.
- Skilled in reviewing, supervising, and developing junior staff.
- Excellent written and verbal communication skills, with the ability to explain complex issues clearly.
- Confident, proactive, and commercially aware, with a strong client service focus.
If you are interested in this opportunity, please apply directly to this advert or contact emma.hirst@arm.co.uk for more details.
#J-18808-Ljbffr…
