Private Client Tax Specialist

7 days ago


Carlisle, Cumbria, United Kingdom Armstrong Watson Full time

**About Armstrong Watson**

Armstrong Watson is a leading independent accountancy and business advisory firm with a strong presence in the North of England and Scotland. Our mission is to provide expert guidance and support to our clients, helping them achieve prosperity, a secure future, and peace of mind.

**Job Summary**

We are seeking a highly skilled Private Client Tax Senior to join our Tax Consultancy Service Line based in Carlisle. As a key member of our team, you will be responsible for preparing and completing tax computations for a diverse portfolio of clients, identifying planning and advisory opportunities, and providing expert advice on Private Client Tax matters.

**Key Responsibilities**

  • Prepare and complete tax computations for a varied portfolio of clients
  • Assist in the preparation of Research and Development Tax Credit claims
  • Identify planning and advisory opportunities from clients' compliance portfolios
  • Deal with ad hoc queries from the wider firm

**Requirements**

  • AAT qualified as a minimum, with a strong desire to complete the CTA qualification
  • Practical knowledge of Private Client Tax

**What We Offer**

  • A competitive salary and a positive benefits package, including a Salary Sacrifice Employer Contribution Pension Scheme, Life Cover, and Income Protection
  • Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
  • Annual Leave Purchase Scheme, allowing you to buy up to 5 additional days annual leave each year
  • Smart Working Policy, enabling you to balance home and remote working
  • Health Shield Cash Plan, providing cash back on a range of health benefits and discounts on holidays, fashion, and entertainment
  • Employee Assistance Programme, offering 24/7 confidential support for wellbeing and health
  • Introductory Commission Scheme, providing a financial reward for referring new clients
  • Employee Referral Scheme, enabling you to claim up to £2,500 for each referral of new AW colleagues
  • Ongoing access to online training courses and materials
  • Paid professional membership fees
  • Subsidized social events throughout the year

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