Private Client Tax Supervisor - Independent Firm
£48,000 plus benefits
West London/Hybrid working
Our client is a leading independent firm of accountants with a growing reputation for quality with offices throughout the Southeast. The Private Client Tax team are looking for a Private Client Tax Supervisor to join their exciting and growing team in Ealing.
They are looking for someone to manage a varied personal client tax portfolio dealing with all routine personal tax compliance and ad hoc advisory work. The role requires you to take ownership of the portfolio and manage a tax junior staff member under the guidance of a Manager.
The preferred will have at least three years personal tax experience with a track record of portfolio management.
Key Responsibilities:
- Dealing with all day-to-day requirements for a Private Client portfolio, comprising of a mix of clients with varied sources of income e.g., earned and investment income.
- Primary point of contact for clients.
- Dealing with partnerships and high net worth individuals.
- Liaising with colleagues outside the Private Client team on client matters e.g., with the General Practice/audit/accounting team.
- Dealing with a range of capital gains tax issues.
- Assisting with or dealing with the delivery of technical advisory work on the portfolio.
- Assisting with one off advisory and compliance assignments.
- Attending client meetings.
- Proposing fees, raising client bills and regularly reviewing WIP.
Technical expertise:
- Already ATT qualified and ideally studying for the CTA qualification (or already CTA qualified).
- Experience of the various aspects of Self-Assessment and preparation of tax computations.
- Experience of basic private client advisory work.
- Advising on EIS, VCT and SEIS investment reliefs for private clients.
- Knowledge of UK tax residence and domicile rules preferred.
- Ability to proactively use tax legislation, HMRC guidance and other tax resources to support or research technical issues encountered on client work.
Client experience:
- Private clients and proprietors of owner-managed businesses (self-employed, partnerships and small companies).
- Non-UK domiciled and non-UK resident clients.
- UK based high net worth individuals.
- Property owning clients.
To apply simply contact John at Pro Tax at or call on
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