State & Local Tax Associate at Baker Tilly handling tax forms for clients. Specializing in sales & use tax compliance for middle market and Fortune 500 clients in various jurisdictions.
About the role
- Private Client Tax Senior managing compliance and strategic tax advisory for high-net-worth individuals in London. Leading a portfolio at a top-tier UK accountancy firm focusing on personal tax legislation.
Responsibilities
- Manage a diverse portfolio of private clients, ensuring full compliance with UK tax regulations and addressing evolving advisory needs.
- Serve as the primary point of contact, building long-term, trust-based client relationships.
- Oversee the preparation and review of self-assessment tax returns, Inheritance Tax (IHT), Capital Gains Tax (CGT) and trust returns.
- Develop and implement bespoke tax planning strategies, including IHT mitigation, estate planning, residency and domicile advice and succession planning.
- Lead or contribute to high-impact advisory projects in partnership with senior partners and specialists.
- Mentor and support junior team members to foster professional growth and team excellence.
- Stay ahead of legislative changes and proactively communicate key updates to clients and internal teams.
Requirements
- ACA, ACCA, or equivalent professional qualification
- Proven experience in private client tax within a UK accountancy practice
- In-depth knowledge of UK personal tax legislation, including IHT, CGT and trust taxation
- Demonstrated track record in managing complex personal tax affairs for high-net-worth individuals
- Strong leadership and interpersonal skills with experience in team supervision and development
- Commitment to ongoing professional development and staying current with tax law changes.
Benefits
- Competitive salary package up to £55,000 DOE
- Hybrid and flexible working
- Birthday leave and enhanced holiday package
- Professional subscription support
- Access to exciting client work, both compliance and advisory
- Clear career progression in a top-tier firm with a supportive team culture
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