The Role
- Manage relationships with HNW individuals, trustees and executors as a key point of contact
- Review trust and estate accounts, tax returns and annual compliance work
- Support on complex advisory projects across CGT, IHT, domicile and residence matters
- Advise on trust and company structures for wealth preservation and succession planning
- Work closely with Senior Managers, Directors and Partners on a varied client portfolio
- Identify planning opportunities and support business development initiatives
- Assist with mentoring and developing junior members of the team
The Opportunity
This firm offers a genuinely supportive and people‑focused culture, alongside the opportunity to work on high‑quality and technically interesting work within a collaborative environment. You will be joining a forward‑thinking team with excellent on‑the‑job training, strong leadership and clear long‑term progression opportunities. Flexible and hybrid working is actively encouraged, alongside a competitive salary, study support and a comprehensive benefits package.
About You
The successful candidate will ideally have experience within private client, trusts or family office tax, alongside strong communication skills and a client‑focused approach. STEP, CTA or ACA/ACCA qualifications are welcomed, although those currently studying will also be considered.
Contact
Phone – 07929 029526
Email – lauren.mcloughlin@pro-tax.co.uk
Equal Opportunity & Diversity Statement
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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