An ambitious and career minded CTA tax advisor is sought for a private client manager role with an award winning multi office firm of chartered accountants, for a role based in their Derby office.
The role will be a mixture of compliance and advisory for high network individuals, as well as mentoring the existing junior team and collaborating with other departments in the firm.
Main duties of the role:
- Managing a portfolio of personal tax clients, including individuals, partnerships, and trusts.
- Preparing and reviewing personal tax returns, including self-assessment tax returns, partnership tax returns, and trust tax returns.
- Providing tailored tax planning advice to clients, including income tax, capital gains tax, and inheritance tax planning.
- Preparing and reviewing Forms P11D and working alongside our specialist Employment Tax team in the provision of employment benefits advice
- Managing client relationships and providing excellent client service.
- Liaising with HMRC and resolving any tax queries or issues.
- Supervising and mentoring junior members of the team.
- Keeping up to date with changes in tax legislation and communicating these changes to clients.
What's in it for you?
- Work for a widely recognised firm
- Opportunities for continued career development
- Market leading benefits - 26 days annual leave, hybrid / flexible working, life assurance policy and additional perks + cashback scheme
Salary: £50,000 - £60,000
IPS Finance has 40 years' experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit our website to view the latest accountancy / finance and practice opportunities.