Private Client Tax Senior

Private Client Tax Senior
Top 20 Firm, Birmingham Office
Up to £45,000!!!

The Private Client team provides tax compliance and advisory services to a diverse range of clients, including owner managed businesses, partners, and high net worth individuals. The people are fundamental to this business and success. Their expert teams of professional advisers and support staff are the key to a first-class client service. Their supportive environment encourages responsibility, career development and future business leaders. Building careers is one of the ways they build their business.

Requirements:

• ATT and/or CTA qualification or near qualification is preferred.
• Experience in the professional and private client sector.
• Good knowledge of Microsoft Office, especially Excel.
• A passion for client service.
• Display energy and enthusiasm and a focus on achieving results.
• A keenness to further your own personal development and career goals.

Qualities:

• Ability to execute work efficiently, delivering excellent service and bringing the full breadth of capability to support clients.
• Acting as a role model for more junior members of the team, providing on-the-job coaching.
• Always adhere to the firm's risk management policies.
• Delivering work to the highest quality.
• The ability to work well in a team, to understand other points of view and constructively take on board any points made, whilst at the same time suggesting possible ideas for consideration.
• The ability to gather relevant information, notice relationships between different pieces of information, reason from clause to effect and generate effective solutions to practical problems.

Direct Client Responsibilities:

• Providing clients with ad hoc tax planning, proactively as well as reactively both in the UK and overseas.
• Be actively involved in the provision of advisory services to clients, including clients of other departments and offices.
• Set up and run meetings with clients to discuss their tax affairs and future tax planning opportunities.
• The successful candidate will be responsible for managing the taxation relationship services with a portfolio of clients, helping them to comply with their taxation filing and payment obligations and working with them to manage their taxation affairs.
• Management of the personal tax relationship of the individuals, both employed and self-employed, on client portfolio.
• Managing and overseeing the personal tax compliance cycle (including tax computations, returns and payments) and liaison with the client and HM Revenue & Customs.
• Delegation of preparatory aspects of personal tax work to supervisors and assistants and review of their work.
• Liaison with other agents and third parties such as investment managers, stockbrokers and banks where necessary.
• Dealing with HM Revenue enquiries into tax returns on client portfolio and other clients as appropriate.