Financial Planning Leader

6 days ago


Hemel Hempstead, Hertfordshire, United Kingdom FIRE Full time
Job Title: Financial Planning Leader

We are seeking a highly skilled Financial Planning Leader to join our leading firm of Chartered Accountants and Registered Auditors. As a key member of our team, you will be responsible for handling a wide range of tasks including personal tax, tax compliance, tax planning, and trust tax. Your primary responsibilities will include managing a portfolio of personal tax clients, preparing tax returns for complex clients, and providing tax advisory services to existing clients. In addition, you will assist with trust department queries and corporation tax.

Key Responsibilities:
  • Manage a portfolio of personal tax clients
  • Prepare tax returns for complex clients
  • Provide tax advisory services to existing clients
  • Assist with trust department queries and corporation tax

Requirements:
  • Excellent communication and organizational skills
  • A strong emphasis on client service and technical expertise
  • Ability to work in a dynamic and supportive environment

Estimated Salary: £60,000 - £80,000 per annum.

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