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High-net-worth personal tax advisor

Bunbury
beBeeTax
Tax Consultant
Posted: 6 October
Offer description

Job Overview

As a Personal Tax Specialist, you will manage a diverse portfolio of clients and contribute to advisory work alongside compliance tasks.

You will be responsible for delivering high-quality personal tax services to a broad range of clients, including high-net-worth individuals, company directors, business owners, and landlords. Your key responsibilities include managing client portfolios, preparing and reviewing self-assessment tax returns, handling various cases, supporting tax planning and advisory projects, reviewing and mentoring junior staff, maintaining strong client relationships, and liaising with HMRC on behalf of clients.

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Key Qualifications and Skills

* ATT qualified
* Civil Tax Association qualification highly desirable
* Strong experience in personal tax compliance within an accountancy practice
* Solid technical knowledge of UK personal tax legislation
* Excellent communication skills with the ability to explain complex issues clearly
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Benefits and Career Development

We offer study support for CTA if required, flexible working options, clear progression opportunities in a growing team, and the chance to advance your personal tax career in Cambridge.

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