Tax Specialist

4 weeks ago


Exeter, Devon, United Kingdom Taylor Rose Recruitment Full time

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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