Private Client Tax Executive

Crowe UK Reading, England, United Kingdom

The Private Client team in Reading provides tax compliance and advisory services to a diverse range of clients, including owner managed businesses, partners, and high net worth individuals and families. This role will be particularly focused on managing a portfolio of client relationships, ensuring that tax returns and other tax compliance is well managed and done on time, and dealing with tax advice that our clients may require.

The Private Client team in Reading is part of a larger tax team of around 30 that provides corporation tax, VAT and other specialist tax services.

Crowe is a leading national audit, tax, advisory and consulting firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in over 140+ countries and across more than 800+ offices globally. Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions and make smart decisions that have lasting value through the highest quality audit, tax, advisory and consulting services.

Crowe is where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to our clients, communities and each other. At Crowe, our aim is to create a community where regardless of gender, identity, sexuality, race, ethnicity, education or background, everyone is valued, can flourish and achieve their full potential.

• ATT and/or CTA qualification or near qualification is preferred.
• Experience of working with a portfolio of private clients.
• Good knowledge of Microsoft Office, especially Excel. Experience of working with CCH and IRIS will be useful.
• A passion for client service.
• Display energy and enthusiasm and a focus on achieving results.
• A keenness to further your own personal development and career goals.

• The ability to work well in a team, to understand other points of view and suggest possible ideas to improve how we work and the service we deliver to our clients. We are a small, close-knit team, so it’s important that we support each other to make sure we deliver what we need to as a team.
• A willingness to learn new skills and, with support and training, to adapt to the changes in how we will work and what our clients require that AI and automation will involve.
• Ability to execute work efficiently, delivering excellent service and bringing the full breadth of Crowe UK’s capability to support our clients.
• Acting as a role model for more junior members of the team, providing on-the-job coaching.
• Adhere to the firm’s risk management policies at all times.
• Delivering work to the highest quality on time and within budget.
• The ability to gather relevant information, notice relationships between different pieces of information, reason from cause to effect and generate effective solutions to practical problems.

• Managing the taxation relationship services with a portfolio of clients, helping them to comply with their taxation filing and payment obligations and working with them to manage their taxation affairs.
• Management of the personal tax relationship of the individuals, both employed and self-employed, as well as some family trusts on a client portfolio.
• Managing and overseeing the timely completion of the personal tax compliance cycle (including tax computations, returns and payments) and liaison with the client and HM Revenue & Customs. This will include adapting to the changes that MTD may bring to how we manage the compliance cycle for some of our clients.
• Delegation of preparatory aspects of personal tax work to tax assistants and review of their work.
• Liaison with other agents and third parties such as investment managers, stockbrokers and banks where necessary.
• Dealing with HM Revenue enquiries into tax returns on client portfolio and other clients as appropriate.
• Providing clients with ad hoc UK tax advice proactively as well as reactively. This could include technical…