Private Client Tax Specialist

3 weeks ago


St Albans, Hertfordshire, United Kingdom Mercer & Hole Full time
Private Client Tax Manager or Senior Manager

This is an exciting opportunity to join our dynamic tax team in our St Albans office, where you will be responsible for assisting our partners with planning issues and training and supervising staff.

You will deal with all aspects of income tax, including National Insurance, and capital gains tax, reviewing PAYE coding notices where appropriate.

Key responsibilities include:

  • Reviewing Self-Assessment tax returns prepared by other members of staff for approval by the client and electronically filing them.
  • Liaising with clients on routine and ad-hoc assignments, including correspondence by email, telephone, and face-to-face meetings.
  • Assisting partners on the delivery of advisory work, including the preparation of reports on matters such as IHT planning, residence, UK trusts, and appropriate business structure.
  • Correspondence with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
  • Overseeing the collation of all the information needed to prepare the tax return, involving liaising with other third-party professionals and the clients themselves.
  • Prioritizing and organizing your own work to ensure a consistently high standard of client care and meeting HMRC deadlines.

Requirements:

  • Minimum requirement to be CTA qualified and have 5 years' private client tax experience.
  • Ability to work independently without the need for supervision and show initiative in dealing with clients' affairs and monitoring your own time budgets.
  • Good computer skills, including a sound knowledge of Word & Excel.
  • People management skills and commercial awareness.

About us:

Mercer & Hole is a leading firm with 24 partners, many of whom are top 4 trained, and over 240 staff across four locations in the UK. We value teamwork and provide a quality, personalized service with high levels of expertise across all aspects of audit, accountancy, tax, and financial planning.

We work with businesses and individuals, offering a varied and international client base and an international presence as founding members of The International Accounting Group and TAG Law, aligning over 16,000 professionals globally.



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