Primary Purpose of Role

The primary responsibility for this role is to deliver an efficient and robust tax return offering for both personal and trust clients. The candidate will lead, from an operational perspective, the private client tax team. The role will be an expert on private client and trust matters and will deliver assist the partner in the delivery of a significant amount, if not all, of the firm’s private client and trust advisory services.

The role will also oversee ancillary services to the tax return process and advisory projects such as 60-day CGT returns, trust IHT returns, trust registration service registrations, common reporting standard reporting and compliance led advisory work. The role will be responsible for the delivery of a profitable offering which provides a positive contribution to the firms profits after allocation of overhead costs.

The role will include some business development activities with a view to increasing the tu...