Private Client Tax Senior
1 month ago
We are seeking a highly skilled Tax Advisor to join our team at TPF Recruitment. As a Private Client Tax Senior, you will play a key role in helping our clients achieve their business and personal ambitions. Our client is a leading provider of strategic accounting, tax, and business solutions for owner-managed businesses. They believe in nurturing and rewarding talent, helping staff to identify and achieve their own ambitions.
As a member of the private client tax team, you will have the opportunity to work closely with clients, managing your own portfolio of private clients, trusts, and partnerships. You will deliver exceptional client service, producing work efficiently and effectively. Your responsibilities will include providing comprehensive personal tax compliance and advisory services tailored to each client's unique circumstances. You will also help train and supervise junior staff.
Key responsibilities include:
* Managing annual tax returns for assigned clients
* Liaising with HM Revenue & Customs on behalf of clients
* Handling a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
* Addressing client issues and queries promptly
* Maintaining regular contact with clients
* Managing billing responsibilities for your portfolio of clients, trusts, and partnerships
* Collaborating with the team to meet deadlines and exceed client expectations
* Supporting Managers and Partners with their portfolios and special projects
* Training and supervising junior staff
Requirements include:
* Strong team mentality with the ability to work independently
* Qualified Tax Advisor (ATT/CTA) or qualified by experience
* Experience in a private client/personal tax environment, preferably in practice
* Proficiency with tax preparation software and HMRC online services
* Excellent organisational skills and experience managing a busy client portfolio
* Attention to detail and strong analytical and problem-solving skills
* Confident and adaptable communication skills, both written and verbal
* Proactive and determined attitude
* Strong client service orientation
Benefits include:
* Competitive salary
* Flexible working – hybrid working and flexible start and finish times
* Enhanced holiday allowance
* Collaborative team culture with support and genuine progression opportunities
If you are a motivated and experienced Tax Advisor looking for a new challenge, please get in touch with us at TPF Recruitment.
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