Private Client Tax Senior

3 months ago

Bury St Edmunds, United Kingdom Reed Full time

Our client’s history is steeped in providing the highest calibre of services to clients from their main office in Suffolk. Their name in the private client tax sector is synonymous with quality and the firm know their people are their biggest asset and treat them as such.

For an experienced private client tax accountant we have a fantastic opportunity to join this well reputed firm as Tax Senior.

Your role as Tax Senior will involve working with an interesting and technically diverse range of clients, both UK and international, predominantly to private client and OMB’s with the potential to have involvement in trust, residence and domicile work.

With full support from the firm, with mentors who will aid in your development, you role will involve:

  • Managing your own portfolio of clients, ensuring compliance deadlines are met to the firms’ high standards.
  • Manage your own WIP allocation, ensuring all budgets and deadlines are met.
  • Speaking to potential new clients from direct enquiries
  • Preparing complex self-assessment returns for HNWI’s and associated tax calculations for individuals and partnerships for review.
  • Review of less complicated tax returns and related calculations prepared by junior team members.
  • Training junior team members, preparing relevant development documentation for management.
  • Provide support on planning projects and researching technical points on tax advisory work.
  • Draft precise advisory letters for review by senior management.  

The firm can offer you a competitive salary and benefits, details can be provided on request.

Due to the reputation our client has developed from the outstanding services they provide, the experience required for this role is:

  • Professional qualification such as CTA/STEP/ATT/ACA/ACCA or equivalent.
  • At least two years in a tax role providing the above services to clients
  • Exceptional communication skills, both verbal and written
  • Excellent attention to detail.

Contact Natalie Harden at Reed to discuss in more detail.

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