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Private Client Tax Senior
4 weeks ago
Private Client Senior
- Advisory & Compliance
- Competitive Salary + Hybrid Working
**Private Client Senior**
**Advisory & Compliance**
**Worcester**
**The Role**:
- Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.
- Collaborate with clients to address inquiries and resolve queries.
- Coordinate with internal departments to ensure deadlines are met, and oversee client portfolios to meet regulatory deadlines.
- Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.
- Coaching, and fostering skill and knowledge development. Continually improve the quality and delivery of work.
- Monitor your own utilisation, productivity, and work in progress.
- Confidently provide guidance and feedback to team members.
**Requirements**:
- ATT or CTA Qualified or Part Qualified
- Exposure to multiple sectors would be advantageous since their clients come from diverse industries.
- Previous experience in personal / private client tax
- Strong technical knowledge and the ability to conduct research in complex areas of tax legislation.
If you would like more information on this role then please reach out to one of our team for a confidential chat
07814108334
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