Private Client Tax Advisor

2 days ago


Beckenham, Greater London, United Kingdom ProTalent Limited Full time

We are seeking a highly skilled Private Client Tax Advisor to join our team at ProTalent Limited. This role offers an exciting opportunity to work with high net worth individuals, partnerships, and trusts, providing timely and accurate tax services. As a valued member of our team, you will build relationships with clients, making you a trusted resource and adviser for their tax compliance affairs.

About the Role
  • This position requires a client-focused approach, providing tax services on behalf of a portfolio of personal customers.
  • You will build and maintain effective relationships with high net worth individuals, partnerships, non-UK domiciled individuals, and some UK and offshore trusts.
  • As part of our team, you will assist in supervising Tax Trainees, reviewing their work, and providing training where required.
  • Main point of contact on tax only cases for the firm, responding quickly to clients.
  • Liaise confidently with clients and third parties over email, telephone, letter, and in meetings.
  • Evaluate each assignment to ensure it is undertaken in accordance with pre-assignment instructions.
  • Provide a full and personal tax compliance and advisory service as required by the circumstances of each client.
  • Prepare various private client tax advice, with support provided by senior members of the private client team.
  • Maintain awareness of the firm's specialist services and publications, as well as advanced technical knowledge.
  • Coordinate UK and international advice when necessary.
  • Grow your own network both internally and externally.
Requirements
  • ATT qualified and/or ACA/CTA part-fully qualified.
  • Recent experience working within a private client/personal tax environment, preferably in practice.
  • Well-presented and articulate, with experience of a high level of interaction with clients.
  • Proven experience in client handling and managing a busy portfolio.
  • High competency in Microsoft Excel, Word, and PowerPoint.

Estimated salary: £60,000 - £80,000 per annum, depending on experience.



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