Private Client Tax Advisor

3 days ago


Bury St, Suffolk, United Kingdom Lumeg Recruitment Full time
About the Role:

We are looking for a talented Private Client Tax Advisor to join our team at Lumeg Recruitment. As a Private Client Tax Advisor, you will be responsible for providing tax advice to individuals and businesses in East Anglia, the home counties, London, and internationally.

Your key responsibilities will include preparing complex self-assessment tax returns and related tax calculations using CCH software. You will also review non-complex self-assessment tax returns and related tax calculations prepared by junior members of staff. Additionally, you will ensure all digital tax compliance and permanent files are prepared with the firm's guidance and kept up-to-date.

Key Requirements:
  • Minimum 2-3 years' experience working in a tax role covering self-assessment tax computations and advisory work;
  • Ability to prepare high-value clients' complex self-assessment tax returns and related tax calculations using CCH software;
  • Excellent communication and interpersonal skills;
  • Ability to work effectively in a team environment.


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