Job Opportunity
We are seeking a skilled and experienced professional to manage a diverse portfolio of personal tax compliance clients.
* Assist in managing a portfolio of personal tax compliance clients.
* Identify personal tax planning opportunities and assist in delivering advisory assignments.
* Play a key role in the delivery of estate planning services to clients.
* Train and mentor junior staff within the team, developing their professional skills.
* Build and maintain trusted client relationships.
* Oversee the financial management of your portfolio.
Required Skills and Qualifications:
* ACA and/or CTA qualified.
* Experience in personal tax compliance or managing a portfolio that delivers personal tax and estate planning services.
* Strong interpersonal skills with the ability to develop exceptional client relationships.
* Proficiency in identifying and delivering tax planning opportunities.
* Solid organisational skills with the ability to manage multiple priorities efficiently.
* Leadership and mentoring skills, with experience in developing junior staff.
* Commercial awareness, with the ability to contribute to business development.
* A proactive and solutions-focused mindset.
Benefits:
* Competitive salary and benefits package.
* Access to our employee benefits hub.
* Working in an environment that fosters learning and development.
* Internal mentor and buddy system.
* Personal development programs.