Private Client Tax Senior

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