Private Client Tax Senior

Salary/Rate:Competitive Salary
Job type:Perm
Town/City:Worcester
County:Worcestershire
Specialisms:Private Client Tax
Level:Senior
Job ref:541524
Post Date:18.04.24
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About the Role

As Private Client Tax Senior, you will provide personal and trust tax compliance and associated advisory services to a variety of clients. You will also work closely with the Senior Managers, Directors and Partners, providing assistance for both compliance and advisory client work.
 
About the role:
  • Be the main point of contact for clients and process client files.
  • Prepare and review personal self-assessment tax returns and associated accounts and claims for high net-worth individuals and trusts.
  • Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.
  • Dealing with HMRC enquiries, penalty notices etc.
  • Liaising with clients – building and maintaining relationships.
  • Advising on day-to-day tax queries from clients.
  • Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.
  • Coach and mentor junior members of the team to ensure compliance and service delivery.
About you:
  • ATT/ CTA qualification, or a similar professional qualification (QBE candidates may also be considered)
  • Strong communication skills – both verbal and written.
  • Experience of working in a client-facing role
  • Excellent attention to detail
  • Able to prioritise own workload and work to deadlines
  • A passion for providing excellent customer service
  • Ability to innovate and share ideas
  • Demonstrate accuracy in technical work delivered
  • Knowledge of Digita will be an advantage
About the rewards:
  • Hybrid and flexible working
  • Broad benefits package
  • Career progression
  • Option to buy extra holiday

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