Position Overview
Your newpany Join a forward‑thinking leading regional firm of Chartered Accountants, renowned for delivering exceptional client service and innovative solutions. You’ll work with a portfolio of high‑value clients in a culture which is professional, collaborative and built on trust.
Your new role You’ll take ownership of the private client tax offering, managing both recurringpliance and one‑off advisory projects. This is a hands‑on role with real influence and long-term progression.Key responsibilities include:
Managing and reviewingplex personal tax, CGT, IHT tax returnsHelping transition from a server-based to a cloud-based system and explore improving efficiencies and effectiveness using AI within the own filesAdvising on consultancy projects such as shareholder exits, demergers, family investmentpanies and share schemesManagement of clients and systemsHelping shape and grow the private client function, including recruitm...