Tax Specialist
4 weeks ago
Private Client Tax Senior
Taylor Rose Recruitment is working with a leading firm of Chartered Accountants who are seeking a Private Client Tax Senior to join their team.
This is an excellent opportunity for an ATT Qualified and/or CTA student with a strong foundation in personal tax compliance looking to develop their advisory skills.
You will be working with a diverse and interesting client base including HNWIs, sole traders, partnerships, landlords, and trusts, involving a mix of tax planning, compliance, and ad hoc advisory work.
The role involves assisting/ managing a portfolio of private clients, preparing self-assessment tax returns, calculating tax liabilities, and preparing capital gains computations.
Key responsibilities include:
- Assisting/ managing a portfolio of private clients
- Preparation of self-assessment tax returns
- Calculating tax liabilities
- Preparation of capital gains computations
- Identifying tax planning opportunities
- Preparation of P11Ds
- Corresponding with HMRC as required
- Liaising directly with clients
- Assisting with ad hoc advisory work as the role develops
- Monitoring WIP
- Reporting directly to Senior Managers/ Partners
- Dealing with client queries
Benefits include:
- CTA study support (optional)
- Personal progression plan
- Hybrid/ flexible working
- Generous holiday entitlement
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