Tax Senior Private Client

REED Accountancy and Finance are recruiting a Qualified Tax Senior Private Client (ATT / CTA Qualified) for an award winning Accountancy Practice based near Ringwood. With a wealth of experience and established clients this position has become available through organic growth and offers a wealth of opportunity and benefits. Please see below

Tax Senior Private Client (ATT / CTA Qualified) 

Salary - up to £50,000 per annum + Benefits (Full Time preference) 

BENEFITS 

Hybrid working after probation

. 25 days annual leave (includes 2 days for Christmas shutdown) for the team

. Birthday off

. Early finish on a Friday in August, 4pm

. Free onsite parking

. Free tea / coffee / refreshments

. Company events

. Celebration gifts for weddings, babies, attaining professional qualification, other significant life

events and major work anniversaries

. Staff referrals bonus

. Client introduction bonus

. MySmartSpending Rewards

. Financial Services Advice - significant reduction in the cost

. Support charity efforts

After Probation

. Option to buy / sell annual leave - up to 5 days per year

. Profit share scheme

ROLE / DUTIES 

• Responsible for managing a portfolio of clients and delivering holistic services in line with specific team and role responsibilities.
• Manage a mixed client portfolio of business owners, property investors, HNWI & UHNW
  
  families, trusts, and estates. Ensuring efficient and timely completion of all tasks required in
  
  line with the group timelines and those within the procedures
• Be recognised by, the clients, your peers and the wider group as the point of contact for the
  
  portfolio of clients allocated to you and coordinate all services that they require
• To excel in both, client, regulatory and group standards
• Carry out annual reviews for clients within the portfolio to assess ongoing fees, services
  
  offerings required, year-end tax planning and ongoing tax planning
• Carry out regular client reviews in line with their service offering
• Control personal budgets, chargeable hours, recoverability for the portfolio allocated to you,

Please apply if you are interested