About this role
Role Overview
- Take responsibility for second-reviewing the most technically demanding personal tax returns in the portfolio
- Identify advisory opportunities as they arise from return preparation and review work and technically driven initiatives
- Liaise with internal colleagues to support their clients including attending calls and assisting with pitch documents and quotes
- Deliver advisory work across a broad range of personal tax areas
- Work closely with the dedicated Director and specialists across the firm to ensure that advice is commercially sound and technically robust
- Develop and maintain client relationships, supporting the Director in client-facing conversations and written advice
- Act as a technical resource for colleagues who have ad hoc questions as they prepare or review tax returns
- Review and provide feedback on work prepared by more junior members of the team including advisory projects
- Contribute to team knowledge-sharing, including internal training or technical updates where appropriate
- Help to embed good practice and consistency in the team's approach to complex compliance and advisory work
Requirements
- Extensive experience of personal tax compliance, including the preparation or review of complex self-assessment returns
- Strong technical knowledge across income tax, capital gains tax and inheritance tax
- Understanding of trust taxation — both UK and, ideally, non-UK trusts – as it relates to personal tax returns
- Familiarity with non-domicile and international tax matters, including the remittance basis, FIG claims, accessing the transitional repatriation facility and double tax treaty claims
- Experience of private equity-related tax issues — carried interest, co-investment, management arrangements — would be an advantage
- Proven ability to identify advisory angles and translate technical knowledge into practical, client-focused advice
- Experience of contributing to or delivering written advisory work, not just compliance
- Comfortable in client-facing situations, with the ability to communicate complex tax issues clearly to sophisticated but non-technical clients
- A collaborative working style and a genuine interest in supporting the development of more junior colleagues
- Good judgement about when to escalate and when to take ownership
- An organised approach to managing a varied workload across review, advisory and support responsibilities
Benefits
- Tailored development programmes and access to coaching
- Flexible bank holidays – allowing you to celebrate the days that are important to you
- Benefits including pension, life assurance and private medical, additional holiday purchasing and health benefits
- Shopping discounts, gym memberships, financial advice
- More, visit our benefits section to read more