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Private Client Tax Professional
2 months ago
Crowe Watson Recruitment is delighted to be partnering with a leading firm of Chartered Accountants in Cardiff to recruit a talented and dedicated Private Client Tax Senior to join their dynamic team.
This is a fantastic opportunity for a skilled tax professional looking to take the next step in their career with a highly respected firm that offers excellent career progression and development opportunities.
Key Responsibilities- Manage a portfolio of high-net-worth individuals, providing bespoke tax advice and ensuring compliance with all relevant tax legislation.
- Assist clients with tax planning, estate management, and inheritance tax issues, ensuring their financial affairs are structured in the most tax-efficient manner.
- Build and maintain strong client relationships, providing exceptional customer service and ensuring client satisfaction.
- Prepare and review tax returns, ensuring accuracy and compliance with all relevant tax regulations.
- Liaise with HMRC on behalf of clients, ensuring timely and effective communication.
- ACA/ACCA/CTA qualified or equivalent.
- Previous experience working within a UK Practice environment.
- Strong knowledge of private client tax and related legislation.
- Excellent communication and interpersonal skills.
- Proactive and client-focused approach.
- Strong analytical and problem-solving abilities.
- Ability to manage multiple tasks and meet deadlines.
Crowe Watson Recruitment is a leading recruitment agency specializing in accounting and finance placements. We work closely with top accounting firms to find the best talent for their teams.
We offer a competitive salary, a supportive working environment, and the opportunity to work with some of the best professionals in the industry.