A super opportunity to join an award-winning accountancy firm in the heart of Worcester.
Advising a HNW entrepreneurial client base from across the West Midlands region, our client has built a strong reputation in the personal tax field. The team has significant expertise in advising on CGT, IHT, trusts, succession-planning, extraction of wealth, remuneration planning and property-related projects.
The Private Client Tax offering is thriving, growing and keen to appoint a Personal Tax Senior. The individual will be ATT qualified and may already have obtained the CTA qualification (or be en route to doing so). They will have demonstrable experience of advising HNW individuals on their personal tax position and compliance obligations. Some experience of personal tax planning would be helpful but is not essential. Very much a client-facing role, strong communication and client relationship management skills are essential.
The role offers the opportunity to take responsibility for a portfolio of HNW clients, overseeing their annual tax return preparation/submission, as well as identifying potential planning opportunities. Scope exists to work with partners on ad hoc advisory projects.
Full support will be provided with the CTA exams if required and the firm has a strong track record of ongoing training and development of its staff. It is hoped that the incoming individual will progress towards Manager grade in due course. Ref 4904
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