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Senior Private Client Tax Lead: HNW Advisory & Mentoring

Francis Clark LLP

Exeter

On-site

GBP 45,000 - GBP 65,000

Full time

Today
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Job summary

A leading accountancy firm in Exeter seeks a Private Client Tax professional to manage a diverse portfolio, delivering high-quality tax advice to high-net-worth clients. The role involves preparing complex tax returns and collaborating with a team of professionals. A strong background in Private Client tax compliance, along with ATT/CTA qualifications, is essential. The firm offers a supportive culture and career development opportunities, making it a great place to grow your expertise.

Benefits

Pension
Group life assurance
Health cash plan
Option to buy extra holiday
Counselling support
Virtual GP access
Cycle to work scheme
Gym discounts
Volunteering day
Emergency funding support

Qualifications

  • Confident using various tax compilation tools.
  • Able to manage own workload and meet deadlines.
  • Enjoys mentoring less experienced team members.

Responsibilities

  • Manage a diverse portfolio of high-net-worth clients.
  • Deliver high-quality Private Client tax advice.
  • Prepare complex tax returns and review junior work.
  • Collaborate with various team members on projects.
  • Mentor and support less experienced colleagues.

Skills

ATT/CTA qualification
Private Client tax compliance experience
Tax software proficiency
MS Excel
Clear communication
Proactive and organized
Problem-solving

Education

ATT/CTA qualified or studying towards CTA

Tools

Tax software
MS Office
Job description
A leading accountancy firm in Exeter seeks a Private Client Tax professional to manage a diverse portfolio, delivering high-quality tax advice to high-net-worth clients. The role involves preparing complex tax returns and collaborating with a team of professionals. A strong background in Private Client tax compliance, along with ATT/CTA qualifications, is essential. The firm offers a supportive culture and career development opportunities, making it a great place to grow your expertise.
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