Key skills
AI
About this role
Role Overview
- Support the team in managing a portfolio of private clients including HNWIs, entrepreneurs, trusts and estates
- Support partners and senior colleagues on advisory matters
- Manage self-assessment tax return preparation and delivery
- Liaise directly with clients and HMRC
- Identify opportunities to use technology and automation to improve delivery
- Contribute to business development activity
Requirements
- ACA, ATT or CTA qualified
- 3+ years of private client tax experience, ideally in a professional services or advisory environment
- Real technical knowledge across income tax, CGT and IHT; trust experience is a plus
- Genuine interest in how technology can improve tax delivery
- Strong communicator
- Organised and dependable
- Commercial awareness and an appetite to grow with the firm
Benefits
- A truly hybrid and flexible working environment
- Opportunity to be at the forefront of AI-driven advisory services
- Work on cutting-edge projects
- Encouraged to deploy the latest analytical tools and approaches