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Senior Private Client Tax Professional

1 month ago

Tunbridge Wells, Kent, United Kingdom Michael Page Finance Full time

Michael Page Finance is currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Senior Private Client Tax Professional.

Description

Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity executives and their families.

  • You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
  • You will be managing a client portfolio reviewing the work of junior team members.
  • Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
  • Monitoring of WIP and drafting fee notes
  • Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
  • Developing the more junior team including providing timely feedback and assisting them with technical and personal development

Requirements

  • You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
  • You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
  • Ability to think beyond the technical elements of your work and consider the client's overall landscape.
  • Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
  • People management and organisational experience
  • Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA

What We Offer

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave