Private Client Tax Consultant

Insite US; Leatherhead; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid and flexible working

Exposure to HNW private client work

Professional development

Clear progression opportunities

Job summary

An established accountancy practice is seeking a Private Client Tax Consultant to join its specialist tax team in the UK. You will handle a varied portfolio including HNW individuals, trusts, estates and owner-managed businesses, combining compliance and advisory work.

You will work with senior team members on personal tax, CGT, IHT and trust-related matters, build lasting client relationships, support junior staff, and keep up to date with legislation.

Qualifications

• 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.

Responsibilities

• Managing and developing relationships with private clients
• Preparing and reviewing personal tax returns
• Working with HNW individuals, business owners, trusts and estates
• Advising on 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

Skills

CTA/ACCA/ACA

UK accountancy/tax practice

Personal tax experience

Private client portfolio

UK personal tax knowledge

CGT/IHT knowledge

Strong client relationships

Advisory readiness

Education

CTA/ACCA/ACA qualification

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.