Main Purpose of the Role: To provide personal tax consultancy services to a range of clients as part of the Guildford Tax Consultancy Team. Main Duties and

Responsibilities:
As a key member of the Guildford Tax Consultancy team providing support to the Tax Partner and Tax Manager on all aspects of personal tax planning including Income Tax Planning, Capital Gains Tax Planning and calculations, Inheritance Tax Planning Reports, Trusts and estate administration and Probate. Communicating complex tax technical information and calculations to clients and partners. A small portfolio of Trusts and Estate Tax Returns and supervising the preparation of related accounts. As part of the Private Client Advisory marketing team developing internal and external material to communicate our expertise. Participation in Private Client Advisory team meetings. Managing own chargeable time and billing Qualifications and Experience A minimum of 3 years' experience in a personal tax role within a professional practice Proven personal tax and Trust tax compliance experience is essential and experience of dealing with HNWI clients ATT qualified/part-qualified, or a recognised accountancy qualification with experience in tax Demonstrates a good level of understanding of own technical/ professional function and the need to keep up to date Experience of working on long term client relationships and of working on a fee basis with clients