An exciting role has arisen in a Top 50 Practice who require a Tax Senior to join their Private Client Tax team. The role offers compliance work where you will be allocated a sizeable client portfolio ranging from basic tax returns to more complex ones such as non-doms, investment reliefs and capital gains. You will be responsible for ensuring the completion of tax returns and dealing with any ad-hoc client/HMRC queries. There is scope to get involved in Tax Advisory work with high net worth individuals.
Role and Responsibilities
- Letters to clients, detailing any liabilities and any opportunities for saving tax.
- Delivery of tax returns to clients and dealing with any client queries in the process.
- Calculating tax liabilities for clients and advising when and how to pay tax and any interest, surcharges and penalties.
- Review tax returns prepared by Tax Assistants and Semi-Seniors in the team and assist with their training and development.
- When requested, aid senior members of staff with client meetings.
- Identify any special projects outside tax return work.
Qualification and Requirements
- ATT, ACCA or ACA qualified. Preferably CTA qualified
- Up-to-date technical tax knowledge with a proven track record in Practice.
- Excellent Communication and Organisation skills
- Problem solving and decision making
- Provide a value added service to clients.
- Ability to work well under pressure