Private Client Tax Senior

You will be a member of an established team focusing on providing personal tax services to a variety of industry sectors.  You will need to be client facing, show willingness to work as part of a team and be able to meet deadlines.

Essential Job Functions

Duties and responsibilities would include the following:

  • Prepare tax returns – individuals and partnerships
  • Prepare financial accounts for sole traders, barristers and property investors
  • Proactively chase clients and third parties for information to complete returns/accounts
  • Provide tax advice for clients, with assistance when required
  • Identifying marketing opportunities to offer new services to clients
  • Prepare invoices and discuss billing with partners

Work Based Competencies

  • Previous experience of a professional services environment or dealing with HMRC wouldbe essential
  • Working knowledge of core personal tax regime
  • Attention to detail and have good numerical and grammar skills
  • Competent using word, excel and Microsoft outlook
  • Knowledge of CCH and Trust Accounts preferable
  • Willingness to embrace technology to enhance client delivery in preparation for making tax digital
  • A strong academic background is essential including GCSE’s and A-Levels. The candidate may be studying ATT, with a desire to continue studying towards the CTA qualification.
  • Previous portfolio management experience essential

Behavioural Competencies

  • The person will be self-motivated with a flexible approach
  • Team player
  • Ability to work to deadlines
  • Ability to multitask
  • Good communication skills essential, being able to communicate with all levels externally and internally and respond to client needs
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