CTA Newly Qualified - Private Client

CMR Search; Greater London; Hybrid; GBP 58,500 - 71,500; Full time

Job summary

CMR Search in London seeks a newly qualified CTA to join its Private Client team, delivering UK personal tax advisory to entrepreneurial individuals and high-net-worth families. You will manage a varied private client portfolio, review self-assessment returns for individuals, partnerships and trusts, and support tax planning while guiding junior colleagues.

The firm offers direct access to senior decision-makers and the opportunity to build long-term client relationships.

Qualifications

• Newly qualified CTA with strong UK personal tax knowledge.

Responsibilities

• Managing tax affairs of high-net-worth individuals, families and non-long-term UK residents.
• Reviewing self-assessment tax returns for individuals, partnerships and trusts.
• Acting as a key contact for clients, HMRC and other professional advisers.
• Supporting personal tax planning and wider advisory assignments.
• Guiding and supporting junior colleagues and trainees.

Skills

UK personal tax

Education

CTA qualification

Job description

An established London accountancy, audit and tax advisory firm is looking for a newly qualified CTA to join its experienced Private Client team. The firm advises entrepreneurial individuals, high-net-worth families and owner-managed businesses, combining high-quality technical advice with a personal approach. You will work closely with senior tax professionals and colleagues across the wider business.

This is an excellent opportunity to manage a varied private client portfolio while developing your advisory experience. Your responsibilities will include:

• Managing the tax affairs of high-net-worth individuals, families and non-long-term UK residents
• Reviewing self-assessment tax returns for individuals, partnerships and trusts
• Acting as a key contact for clients, HMRC and other professional advisers
• Supporting personal tax planning and wider advisory assignments
• Guiding and supporting junior colleagues and trainees

You will join a supportive firm offering broad exposure, direct access to senior decision-makers and the opportunity to build long-term client relationships. The role would suit a newly qualified CTA with strong UK personal tax knowledge who wants to develop a well-rounded private client career.

With a salary of up to £65,000 and hybrid working requiring three office days per week, this is an opportunity not to be missed.