Private Client Tax Senior
Salary/Rate:Competitive Salary
Job type:Full-Time
Town/City:Worcester
County:Worcestershire
Specialisms:Private Client Tax
Level:Senior
Job ref:622313
Post Date:03.07.25
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Meet Our Recruiter
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:
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.
- 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
- Hybrid and flexible working
- Broad benefits package
- Career progression
- Option to buy extra holiday
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