Private Client Tax Senior Associate

We have just been instructed on a fantastic Private Client Tax Associate or Senior Associate opportunity on behalf of our client in Peterborough.

Will be working with an impressive private client portfolio involving a mixture of compliance, tax planning, advisory and ad hoc project work.

Clients can range from HNWIs, Trusts, Landed Estates, Entrepreneurs, Non Domiciled and Non Residents including those with international affairs.

Excellent remuneration & benefits package, CTA study support, paid overtime TOIL option of WFH 3 days a week, lots of flexibility and a personal progression plan.

Part time considered, more information below:

• Assisting in managing a diverse private client tax portfolio
• Preparation/ review of personal tax compliance
• Identifying tax planning opportunities
• Tax planning
• Ad hoc tax advisory work
• Provision of advice in areas such as Capital Gains & Inheritance tax
• Supporting the successful delivery of ad hoc tax projects
• Mentoring junior staff
• Clent meetings
• Building strong client relationships.

• ATT Qualified &/or CTA PQ/ Qualified
• Ideally experience of working with HNWIs
• Significant private client/ personal tax expertise
• Excellent communication skills
• UK Resident

• Company bonus
• CTA study support (optional)
• Hybrid arrangement (option of WFH 3 days a week)
• Flexible Working (core hours 10am - 4pm)
• 25 Days Holiday
• Option to Buy/ Sell Holiday
• Good transport links (close to station)
• Generous Pension
• Cycle to work scheme
• Part time considered
• Social events