About the Role:
This is an exciting opportunity to join a growing private client tax team within an accountancy practice. You'll be working with a diverse range of interesting clients, including high-net-worth individuals, families, trusts, and partnerships. The specific role and responsibilities will depend on your experience level (entry-level, assistant manager, manager, etc.), but some general duties may include:
- Tax Compliance: Preparing and filing tax returns (Self Assessment, Capital Gains Tax, etc.) for clients, ensuring they meet all filing deadlines and regulations.
- Tax Advisory: Providing clients with advice on various tax matters like income tax, capital gains tax, inheritance tax, and tax planning strategies.
- Client Communication: Liaising with clients to understand their needs, answer their questions, and address any tax concerns they may have.
- Research and Analysis: Staying up-to-date on the latest tax legislation and keeping abreast of relevant tax cases to provide the best possible advice to clients.
- Collaboration: Working alongside colleagues in the tax team, potentially other departments (financial planning), and external parties (solicitors) on complex client matters.
Benefits of the Role:
- Opportunity to work with a varied and interesting client base.
- Chance to develop strong technical tax skills and knowledge.
- Potential for career progression within the growing private client tax team.
- Supportive and collaborative work environment.
- Hybrid working offered
Possible Levels:
- Entry-Level
- Assistant Manager
- Manager
To be a good fit, you'll likely need:
- A relevant tax qualification (AAT, ACA, CTA, ATT etc.) depending on the experience level.
- Strong understanding of tax principles and legislation.
- Excellent analytical and problem-solving skills.
- Effective communication and interpersonal skills to build strong client relationships.
- Ability to work independently and manage multiple tasks effectively.
If you're looking for a challenging and rewarding career in private client tax, this could be a great opportunity to explore!