Private Client Tax Senior Associate

My client are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise.

As a Private Client Tax Senior, within the Private Wealth team you will provide advice to clients in connection with their tax affairs and be responsible for managing day-to-day aspects a large portfolio including billing, delegation and monitoring work in progress.
Responsibilities:

• Providing an efficient, client focussed and proactive service to meet the needs of private clients.

• Working with directors and managers on technical assignments.

• Managing day to day client portfolio including billing and monitoring work in progress.

• Ensuring that the firm’s risks are managed appropriately.

• Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC.

• To liaise proactively with clients on advisory matters.

• To meet new clients with the appropriate partner/director and be a main point of contact with those clients going forward

• Preparing personal and partnership tax return

• To review personal and partnership tax returns prepared by more junior members of staff / prepare complex compliance cases

Requirements:

• ATT/ CTA qualified or part qualified or equivalent

• Proven experience managing private client portfolios in a professional services setting.

• Strong knowledge of personal tax compliance and advisory work.

• Relevant practice experience

Benefits:

• Hybrid/ flexible working options

• 25 days annual leave + bank

• Social events

• Private Medical and Health Insurance

• Pension

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note:

Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful