Tax Advisor

1 month ago

Poole, Poole, United Kingdom Francis Clark LLP Full time
Join Our Team as a Tax Advisor - Private Client Senior

We are seeking a highly skilled Tax Advisor - Private Client Senior to join our team at Francis Clark LLP. As a key member of our Private Client Services team, you will play a vital role in providing top-notch tax advice to high-net-worth individuals and owner-managed businesses.

Key Responsibilities:
  • Assist in preparing tax returns for private clients, including high-net-worth individuals, and possibly some non-residents, non-domiciled individuals, trusts, and estates.
  • Provide high-quality tax advice to clients, supporting the Partner and Director team.
  • Collate and maintain client information and prepare data for tax advisory projects.
  • Communicate with clients regarding their tax issues and liabilities, referring unresolved issues to the appropriate Manager.
  • Adhere to tax procedures and compliance requirements, ensuring accurate recording of hours and meeting budgets.
  • Become proficient in using various software, including Excel, Word, and tax packages.
What We Offer:
  • A supportive and flexible culture, taking your career seriously to enable you to be the best you can be.
  • Financial benefits, including pension, group life assurance, and health cash plan.
  • Health and wellbeing benefits, including option to buy extra holiday days, counselling and support, virtual GP, and Medicash Extras.
  • One volunteering day per year to support local organisations and emergency funding from the Francis Clark Charitable Foundation.

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