Financial Planning Leader
6 days ago
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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