Private Client Tax Senior

5 days ago


Oxford, United Kingdom Global CTS Ltd Full time

**Oxford - Office based with the potential of working some days at home once successful probationary period passed**
**£32,000 to £60,000 depending on experience**
My Oxford based client is looking for a Private Client Tax Senior to join their growing team of 13. This is a great opportunity for someone wanting progression and to lead a team and to move into more of a people management role in the future with the addedbenefit of the company funding your CTA.

**Responsibilities**:

- 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
- Assisting with tax planning for high-net-worth individuals with a view to build your knowledge and experience
- 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

**Qualifications/ Experience**
- Qualified or part qualified ACCA, ACA or AAT, or qualified by experience
- At least 2 years’ experience in accountancy background

Global CTS Limited



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