Private Client Tax Professional

2 weeks ago

Cardiff, Cardiff, United Kingdom Crowe Watson Recruitment Full time
About the Role

Crowe Watson Recruitment is currently seeking a highly skilled Private Client Tax Senior to join a leading firm of Chartered Accountants in Cardiff. This role provides an excellent opportunity for an experienced tax professional looking to advance their career in a respected firm known for career growth and development opportunities.

As a Private Client Tax Senior, you will be responsible for managing a portfolio of high-net-worth individuals, offering tailored tax advice, and ensuring compliance with relevant tax laws. Your expertise will be pivotal in guiding clients through tax planning, estate management, and inheritance tax matters to optimize their financial structures.

The ideal candidate will exhibit strong private client tax experience, exceptional communication skills, and a detail-oriented approach. In return, the role offers a competitive salary, supportive work environment, and collaboration with industry experts.

Key Responsibilities
  • Manage high-net-worth client portfolio
  • Provide customized tax advice and planning
  • Ensure compliance with tax legislation
  • Assist with estate management and inheritance tax
  • Cultivate client relationships
  • Prepare and review tax returns
  • Engage with HMRC on client matters
Requirements
  • ACA/ACCA/CTA qualification
  • Prior experience in UK Practice
  • Proficiency in private client tax
  • Strong communication and problem-solving skills
  • Client-focused approach
  • Ability to manage multiple tasks
  • Meet deadlines

If you are passionate about career advancement and development, we encourage you to apply, even if you do not meet all criteria.

Crowe Watson acts as an Employment Agency, and salary is experience-dependent.

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