Private Client Tax Executive

The Private Client Tax Executive will provide high-quality tax advice and compliance services to a varied portfolio of clients within the professional services industry. This role offers an excellent opportunity to specialise in private client tax within a supportive and collaborative environment

Client Details

This professional services firm is a well-established and highly regarded organisation, recognised for its expertise in tax and advisory services. Operating as a medium-sized company, they deliver tailored solutions to clients across a range of sectors.

Description

• Prepare and review personal tax returns for a range of clients, ensuring accuracy and compliance with legislation.
• Advise clients on tax-efficient planning opportunities and inheritance tax strategies.
• Handle queries from HMRC and assist clients in resolving tax disputes effectively.
• Support the team with complex technical tax research and reporting requirements.
• Build and maintain strong relationships with clients, ensuring their needs are consistently met.
• Identify opportunities to improve processes and deliver enhanced client services.
• Provide guidance and mentorship to junior team members within the tax department.
• Stay updated on changes in tax legislation and its impact on private clients.

Profile

A successful Private Client Tax Executive should have:

• Relevant tax qualifications, such as ATT or CTA, or equivalent experience in private client tax.
• Strong knowledge of UK personal tax legislation and compliance processes.
• Experience in working with high-net-worth individuals and private clients.
• Excellent attention to detail and the ability to manage multiple tasks effectively.
• Proven ability to communicate complex tax matters clearly and confidently to clients.
• A proactive approach to problem-solving and delivering client-focused solutions.

Job Offer

• Competitive salary range of £40,500 to £49,500, based on experience and qualifications.
• Generous holiday allowance to support a healthy work-life balance.
• Opportunities for professional development and career progression within the tax department.
• A collaborative company culture with a focus on employee well-being and support.

If you are a motivated tax professional looking to specialise in private client tax within the professional services industry, we encourage you to apply today!