You'll be the lead in the tax team and be responsible for managing both junior staff and the private client tax portfolio. You will work closely with clients, playing a key role in helping them realise their business and personal ambitions. This will be both advisory and compliance work.
You will manage the portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client’s unique circumstances. Additionally, you will help train and supervise junior staff.
Responsibilities
Managing annual tax returns for assigned clients
Liaising with HM Revenue & Customs on behalf of clients
Handling a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
Addressing client issues and queries promptly
Maintaining regular contact with clients
Managing billing responsibilities for your portfolio of clients, trusts, and partnerships
Collaborating with the team to meet deadlines and exceed client expectations
Training and supervising junior staff
Requirements
Strong team mentality with the ability to work independently
Qualified Tax Advisor (ATT/CTA) or qualified by experience
Experience in a private client/personal tax environment in practice
Proficiency with tax preparation software and HMRC online services
Excellent organisational skills and experience managing a busy client portfolio
Attention to detail and strong analytical and problem-solving skills
Confident and adaptable communication skills, both written and verbal
Proactive and determined attitude
Strong client service orientation
Benefits
Salary circa £50,000 - £60,000 per annum, depending on experience and qualification status
25 days holiday plus bank holidays
Hybrid working policy
dress for your day policy
Paid overtime.
Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), [email protected], or via LinkedIn for a confidential conversation.
Refer afriend...
We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.
For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).
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