Private Client Tax Professional

3 days ago


Bristol, Bristol, United Kingdom Pick for Britain Full time
About the Role

Pick for Britain is seeking a highly skilled Private Client Tax Professional to join our team. In this role, you will be responsible for managing and monitoring tax reporting transactions, producing UK Tax Reports, and responding directly to client and colleague queries.

You will work closely with our clients to understand their tax needs and provide expert advice on tax matters. Your primary focus will be on applying your tax knowledge to ensure income and capital gains from investment products are reported correctly for our clients.

Responsibilities
  • Manage Tax Reporting Transactions: You will be responsible for managing and monitoring tax reporting transactions, ensuring that all necessary tax returns are completed in a timely manner.
  • Produce UK Tax Reports: You will produce accurate and detailed UK Tax Reports for our clients, meeting their tax filing obligations and ensuring we fulfil our regulatory reporting requirements to HMRC.
  • Respond to Client Queries: You will respond directly to client and colleague queries, providing technical support within your specialist area of expertise.
Requirements
  • Professional Tax Qualifications: You must have professional tax qualifications, such as ATT and CTA, or equivalent experience in a private client tax team.
  • Background in Investment Tax Reporting: You should have a background in investment tax reporting, with a strong understanding of tax laws and regulations.
  • Strong Analytical Skills: You must have strong analytical and lateral thinking skills, with the ability to clearly articulate complex issues and solutions.
  • Excellent Communication Skills: You must have excellent communication skills, with the ability to communicate complex tax information to clients and colleagues.
What We Offer
  • Competitive Salary: We offer a competitive salary of £45,000 per annum, plus benefits.
  • Opportunities for Growth: As a key member of our team, you will have opportunities for growth and development, with the chance to take on new challenges and responsibilities.
  • Collaborative Team Environment: You will be part of a collaborative and dynamic team environment, where everyone is committed to delivering exceptional results.


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