Reporting to:
Head of Team, although day to day reporting and/or supervision may be delegated to other partners or fee earners (your line manager).

Responsible for:
You will be responsible for the Tax and Trusts and Asset Management Team (TAM).

Liaises with:
Clients, other fee earners, support staff.

Job Overview:
The post holder will provide clients with tax services of the highest quality in conformity with the quality standards of the practice.

You will help to provide tax advisory services to the firm’s diverse range of clients, including HNWIs, UK and non-UK domiciled individuals, trusts and international investors.

You will supervise and be responsible for the delivery of service by Tax and TAM teams, working cohesively with existing members of both teams.

Main Duties:
To provide tax services to the practice’s clients which will include:

• supervision and responsibility for private individuals and Personal Representatives and Trustees
• providing technical supervision and development of best practice in delivery of services by Tax and TAM team
• helping to develop the practice by contributing to marketing projects
• providing tax know-how support to clients of other parts of the firm, in particular CGT
• working with members of the Private Client Advisory Group
• seeing clients when necessary
• ensuring that a client’s requirements are understood
• initiating appropriate action
• informing clients about fees in accordance with professional standards
• preparing and delivering fee invoices at monthly or other agreed intervals
• advising clients accurately and effectively on the legal issues that arise
• managing a client’s expectations about what they want to achieve
• reporting progress and outcomes to clients on a regular basis

To provide services in accordance with the quality standards of the practice particularly with regard to:

• client care
• risk management
• time recording of work done
• billing clients for work carried out
• the recovery of fees billed.

To comply with the requirements of the Solicitors Regulation Authority and in particular to ensure that client’s money is handled correctly and in accordance with the Solicitors Accounts Rules.

To assist with and to promote the successful development of the practice in line with the strategy agreed by the Board and contained in the Business Plan of the practice.

To undertake appropriate personal professional development through training and education.


Please send your CV to apply for this role or call the office to discuss in more detail.
PD Recruitment supports equal opportunities.