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Prepare draft financial statements, business tax computations, VAT returns, bookkeeping and management accounts for sole traders, partnerships and companies; verify client records; collect personal tax details for Tax team; and draft meeting agendas and packs for managers.

Provide technical and advisory support to the Financial Planning team by researching client situations, preparing suitability letters and advice, processing new business, advising on fact-find improvements, supporting colleagues' technical development, and maintaining personal technical knowledge to ensure compliant, high-quality client deliverables.

Lead and deliver complex tax advisory projects, identify and scope planning opportunities, manage client relationships, coach and line-manage junior tax staff, support business development and fee targets, ensure risk management and review procedures, and contribute to multi-service proposals alongside Tax Partners.

Lead and deliver complex tax advisory projects, identify planning opportunities, draft scopes and budgets, manage risk and client relationships, develop team members, and support business development to meet fee targets.

Prepare draft financial statements and business tax computations for sole traders, partnerships and companies; complete VAT returns, bookkeeping and management accounts; assist with filing financial statements and corporate tax returns; raise queries and support Assistant Manager/Manager reviews.

Provide technical and advisory support to the Financial Planning team: research, compile suitability letters, process new business, support consultants and assistants, improve fact-finds, and maintain technical knowledge and compliance with FCA standards.

Provide technical and advisory support to the Financial Planning team by conducting research, preparing suitability letters and reports, processing new business, reviewing fact finds, supporting colleagues' technical development, and maintaining up-to-date regulatory and technical knowledge to ensure high-quality client advice and compliance.

Provide technical and advisory support to the Financial Planning team: research for advice, compile suitability letters, process new business, improve fact-finds, support colleague development, and maintain technical knowledge.