Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have over a wide network of employees and an abundance of inspiring opportunities to join one of our many offices!
We are a top ten accountancy firm in the UK and are the number one largest SME practice.
The role
Day to day duties
Provide a range of Tax services, managing an ever changing private client advisory portfolio, specialising in personal tax advisory work for HNW clients and seeing those advisory projects through from start to finish, including ensuring that onboarding is completed correctly and billing is well managed, accurate and prompt.
Being a Private Client specialist within the firm, lending your experience to other teams across the UK
Being a first port of call for clients to help resolve their queries
Communicating with internal departments to ensure deadlines are met, and overseeing client portfolios to ensure HMRC deadlines are met
Assisting with Disclosures, Enquiries and Investigations for HNWI UHNWI
Ad hoc bespoke advisory projects for HNW and UHNW clients
Dealing with Capital Gains Tax, Inheritance Tax and Trust queries
Monitor your own utilisation, productivity and WIP
Confident providing guidance and feedback to others in the team
Skills & experience
What are we looking for?
CTA/STEP qualified with 5 years post qualified experience
Relevant Private Client Advisory background gained in a Private Client practice within an accounting firm or within a Private Client team in a legal firm
Strong technical knowledge and the ability to carry out research into complex areas of tax legislation
Strong communication skills and commercial mindset
An interest in business development and being proactively involved in networking events
In depth knowledge of the UK taxation of offshore companies and offshore trusts and the application of Tax Treaties.
Good understanding of the taxation of trusts and their use in inheritance tax planning. Relevant experience in guiding clients through the inheritance tax planning options available to them following the changes in Budget 2024.
Practical experience of working with non-doms prior to the recent legislative changes and awareness of the transitional measures announced in Budget 2024
Ability to assist in managing the Private Client Tax team by hearing the voice of your team members, conduct appraisals, provide coaching of assignments to support the development of team skills and knowledge, and continually improve the quality and delivery of work
Other
What's in it for you?
This is a newly created role within our rapidly growing Private Client Tax team, in London. You will have the opportunity to spearhead further growth in this region, win new business and help build out the team. This is role is ideal for someone who is looking to put their stamp on things and have a visual impact on the business. This is truly a unique opportunity within a top 10 Accountancy firm where you can both develop your technical skillset whilst growing alongside us.
Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK
Contact us
Reach out to Ethan.madronal@azets.co.uk if you have any additional questions
Job Reference: AZ04709
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