Private Client Tax

This permanent Private Client Tax role offers an exciting opportunity to work in the professional services industry, focusing on delivering exceptional tax advisory and compliance services. The position is ideal for individuals looking to develop their expertise in tax within a supportive and established environment.

Client Details

This professional services firm is a well-established, medium-sized organisation known for providing tailored financial and tax solutions to its diverse client base. The company offers a structured and professional environment for employees to excel in their respective fields.

Description

• Prepare and review personal tax returns for private clients, ensuring accuracy and compliance with current regulations.
• Advise clients on a wide range of tax matters, including inheritance tax, capital gains tax, and estate planning.
• Support clients in meeting their tax obligations while identifying opportunities for effective tax planning.
• Collaborate with other departments to provide comprehensive and integrated financial advice.
• Maintain and build strong client relationships through regular communication and tailored advice.
• Keep up-to-date with changes in tax legislation and ensure clients benefit from current opportunities.
• Assist with HMRC enquiries and investigations when required.
• Contribute to the continuous improvement of processes within the tax department.

Profile

A successful Private Client Tax professional should have:

• A strong foundation in tax advisory and compliance, ideally within the professional services industry.
• Relevant qualifications or progress towards a recognised tax certification (e.g., ATT, CTA).
• Excellent numerical and analytical skills, with a keen eye for detail.
• The ability to manage a portfolio of clients efficiently while meeting deadlines.
• Strong communication skills to explain complex tax matters clearly to clients.
• A proactive approach to problem-solving and continuous learning.

Job Offer

• Opportunities for professional development and support towards tax qualifications.
• A permanent role within a respected medium-sized firm in the professional services sector.
• Potential for flexible working arrangements and a healthy work-life balance.
• Access to a collaborative and expert team environment.
• Holiday leave and other benefits to be confirmed during the hiring process.

If you are eager to advance your career in tax and join a thriving professional services firm, we encourage you to apply today!