**Job Title
: Private Client Tax Accountant (Compliance)
**Location
: Centre of Hampshire
**Reports to
: Tax Director
**Job Summary
:
I'm seeking a highly motivated and detail-oriented Private Client Tax Accountant to join a well established tax team. The successful candidate will manage a portfolio of private clients, including high-net-worth individuals, families, ensuring timely and accurate tax compliance. You will be responsible for preparing tax returns, and ensuring adherence to the latest tax legislation.
**Key Responsibilities
:
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Tax Compliance:
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Prepare and file personal tax returns (Self-Assessment Tax Returns) for high-net-worth individuals, trusts, and estates.
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Manage tax compliance for various personal tax structures, including partnerships, sole traders, and non-domiciled clients.
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Calculate and submit capital gains tax returns, inheritance tax reports, and other tax liabilities.
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Ensure all compliance deadlines are met and assist clients with resolving any tax queries or disputes with HMRC.
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Client Management:
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Act as the primary contact for a portfolio of private clients, offering a high level of client service and maintaining strong relationships.
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Liaise with clients to gather information, understand their tax position, and provide personalised tax advice.
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Conduct regular reviews of clients' tax affairs, identifying potential risks or opportunities to optimise their tax position.
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Regulatory Compliance:
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Keep up-to-date with changes in tax laws and regulations, particularly those affecting private clients and trusts.
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Ensure compliance with anti-money laundering (AML) regulations and firm-wide procedures.
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Collaboration:
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Work closely with the broader tax advisory team and liaise with financial planners, lawyers, and other advisors as required to provide holistic advice.
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Support junior members of the team, reviewing work and providing feedback where necessary.
**Qualifications & Experience
:
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Education:
-
Bachelor's degree in Accounting, Finance, or a related field.
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ACA, ACCA, or CTA qualified (or equivalent).
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Experience:
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3+ years of experience in tax compliance within a private client or personal tax environment.
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Proven experience managing tax affairs for high-net-worth individuals, trusts, estates, and partnerships.
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Familiarity with UK tax legislation and HMRC requirements.
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Skills:
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Strong technical knowledge of income tax, capital gains tax, inheritance tax, and trust taxation.
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Excellent communication and interpersonal skills, with the ability to explain complex tax matters in a clear and concise manner.
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High level of accuracy and attention to detail.
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Ability to manage multiple clients and deadlines effectively.
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Strong proficiency in tax software and Microsoft Office applications.
**Desirable Attributes
:
- Experience working with non-domiciled clients or international tax issues.
- Client-oriented mindset with a strong understanding of the needs and challenges faced by high-net-worth individuals.
**Benefits
:
- Competitive salary
- Dynamic and hybrid working available.
- Great social element with company wide summer parties and more local Christmas parties.
- Opportunity for professional growth and development within a dynamic and supportive environment.
- Pension scheme, and other benefits.
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: gb/en/privacy-notice
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