The role of Private Client Tax Senior involves providing expert advice and compliance services to a portfolio of private clients. This position is ideal for a tax professional eager to excel in a professional services environment in London.
Client Details
This professional services firm is a well-established, medium-sized organisation based in London. It specialises in delivering tax, accounting, and advisory services to a diverse clientele, ensuring tailored solutions to meet individual needs.
Description
*Manage a portfolio of private clients, ensuring timely and accurate tax compliance services.
*Provide bespoke tax planning advice tailored to client requirements.
*Review self-assessment tax returns prepared by junior staff.
*Identify and advise on tax-saving opportunities for clients.
*Handle HMRC enquiries and correspondence efficiently.
*Support the development of junior team members through training and mentoring.
*Keep up-to-date with tax legislation and communicate changes to clients and colleagues.
*Collaborate with other departments to provide a holistic service to clients.
Profile
A successful Private Client Tax Senior should have:
*Professional qualifications in tax or accounting (e.g., ATT, CTA, or ACCA).
*Experience managing a portfolio of private clients.
*Strong knowledge of personal tax regulations and compliance processes.
*Excellent communication and interpersonal skills to liaise with clients and colleagues.
*The ability to identify tax planning opportunities and provide tailored advice.
*Proficiency in tax software and Microsoft Office applications.
*A proactive approach to problem-solving and decision-making.
Job Offer
*A competitive salary ranging from £45,000 to £55,000, depending on experience.
*A permanent position within a respected professional services firm in London.
*Hybrid working.
*A supportive work environment with opportunities for professional growth and development.
*Exposure to a diverse client base and complex tax matters.
*Potential for progression within the tax department.