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Financial Services Specialist

1 month ago


Chelmsford, Essex, United Kingdom ProTalent Limited Full time
Role Description

In this critical position, you will be responsible for managing a diverse portfolio of clients, providing expert tax advice and guidance. Working closely with the Tax Director, you will have the opportunity to develop your skills and expertise, contributing to the growth of the tax team.

Main Duties
  • Client Portfolio Management: Develop and maintain strong relationships with clients, delivering tailored tax solutions and advice.
  • Tax Compliance: Prepare accurate and compliant tax returns and self-employed/partnership accounts, adhering to regulatory requirements.
  • Client Engagement: Engage directly with clients to deliver advisory services, addressing their needs and concerns.
  • Capital Gains Tax Expertise: Handle Capital Gains Tax work, interacting with HMRC effectively to ensure smooth communication and resolution of any issues.
Package Details
  • A competitive salary of £50,000 - £70,000 per annum, reflecting your skills and experience.
  • 22 days holiday per year, allowing for relaxation and personal interests.
  • A comprehensive study package to support your career development and growth within the company.