Private Client Tax Senior

1 month ago

Oxford, United Kingdom Additional Resources Ltd Full time

**Private Client Tax Senior**

**Location: Oxford, Oxfordshire**

**Salary: £32k - £38k + Excellent Benefits**

**The Client**:
Our client is a highly successful business that offers a wide range of services including accounting, audit, business insolvency, bookkeeping, HR advice, payroll management, personal and business tax planning, personal financial planning, corporate financeand company secretarial services.

They are proud to serve a wide range of clients, including over 1000 businesses, University of Oxford Colleges, and over 200 charities across the UK.

**The Role**:
Your responsibilities will include assisting with the **compliance and advisory **requirements of a number of mainly **Private Client Individuals** and in addition** some trust tax returns**, with a view to take on your own portfolio and manage your own client relationships.

You will be assisting with tax planning for high-net-worth individuals with a view to build your knowledge and experience. Whilst the first few months this would be office based, there is the potential for some homeworking thereafter.

**Day-to-day responsibilities**:

- Managing a portfolio and assisting other staff members with personal and trust tax returns to include monitoring of billing and work in progress
- Assisting in the review of tax returns by more junior members of staff
- Involvement in general tax planning issues including Capital Gains Tax and Inheritance Tax planning and day-to-day tax advice
- Assisting colleagues with high-level tax planning with a view to develop your knowledge and experience over time.
- To liaise proactively with clients
- To assist in marketing Private Client taxation services
- To attend networking events, in order to promote the Firm, as required

**Qualification & Requirement**:

- Qualified or part qualified ACCA, ACA or ATT, or qualified by experience
- At least 2 years’ experience in accountancy background
- Personal Tax Experience

**Essential Skills**:

- Confident and well organised
- Excellent verbal and written communications skills with ability to communicate at all levels
- Good IT Skills
- Thorough and methodical approach to work
- Excellent problem-solving skills
- Ability to work well under pressure
- Adaptable and takes initiative
- Ability to work well within a team and assist with work not specifically on your own allocation
- Supports the development and training of junior team members
- **Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.**_

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