Our client is a successful, small, independent firm with a great client base. They seek an experienced private client specialist to run a portfolio of personal tax compliance cases. This role would suit someone who genuinely enjoys compliance, who likes putting in place systems and processes to improve workflows. Someone who is able to manage both their own time and their clients’ expectations, building long-lasting client relationships.
The client base is HNW focused, many of the clients are partners in large professional firms so knowledge of partnership tax would also be advantageous.
You will also be the main point of call for queries from HMRC for your portfolio and will help clients with day-to-day personal tax advice.
It is likely that you will be ATT or CTA qualified or qualified by experience (perhaps ex HMRC).
There is the opportunity to supervise and develop more junior staff.
This firm can offer fully remote working (but you do need to be UK based) and this role can be worked flexibly, either full time or part time. Could suit a working parent looking for term time hours which work around busy season.