This role would be suited to an individual who is looking for a role with a clear progression pathway to partner.
Main Duties:
- Manage a portfolio of private clients, overseeing the compliance process
- Identify tax sensitive expenditure and wider tax issues
- Support the Tax Partners closely to deliver tax advisory services
- Manage the private client tax team by hearing the voice of your team members, conduct appraisals, provide coaching of assignments to support the development of team skills
- Establish strong working relationships with your own portfolio of clients through assignments and regular contact, including attending client meetings
- Monitor your own utilisation, productivity and WIP
- Confident providing guidance and feedback to others in the team
What are we looking for?
- CTA/ACA/ACCA/CA qualified or equivalent
- Exposure to multiple sectors would be an advantage
- Previous experience in personal/private client or mixed tax essential
- Previous experience within a similar role at an accountancy firm is preferred
- Strong technical knowledge and ability to carry out research into complex areas of tax legislation
- Ability to seek new business opportunities