Personal Tax Senior

4 days ago


Sunderland, United Kingdom Taylor Hawkes Ltd Full time

Taylor Hawkes are actively looking for a very talented individual to join a Top 20 accountancy firm, who are looking for a Private Client Tax Senior to be based from their Sunderland office. This is a key role within a growing and dynamic firm, the Tax Seniorwill primarily be exposed to private clients dealing with compliance and helping with advisory tasks. The firm have a wide range of tax professionals in the UK that offer advice on tax, trust and estate planning and wealth management. You will provide solutionsto a wide range of clients, including HNWI, families, entrepreneurs and those working in financial services, such as private equity and hedge fund advisors.

**Key Duties & Responsibilities**:

- Primarily personal tax and private client role.
- Manage a portfolio of mainly personal tax clients.
- Take ownership of client relationships.
- Undertake all compliance aspects associated with a portfolio of clients.
- Assist senior team members with compliance work on their larger HNW clients.
- Advise as required on tax technical issues and be involved in technical research.
- Assist with wider compliance obligations of the tax team.
- Any other ad hoc duties that may be required.

**Salary/Package**:

- Market rate base salary.
- 25 days annual leave entitlement a year (plus bank holidays).
- Private Medical Cover.
- Life Assurance.
- Income Protection.
- Employer contribution pension programme.
- Flexible working policy (core hours are between 10am and 4.30pm).

**Required Skills & Attributes**:

- Eligibility to work in the UK without any restrictions.
- ATT qualified or studying towards CTA.
- Relevant experience in personal (private client) tax is essential.
- Experience in trust tax will be advantageous.
- Ability to communicate effectively at all levels and provide excellent client care


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