Private Client Tax Specialist
3 weeks ago
**Private Client Tax Senior Role**
Taylor Rose Recruitment is working with a leading firm of Chartered Accountants to find a talented Private Client Tax Senior to join their Exeter team.
This is an excellent opportunity for an ATT Qualified and/or CTA student looking to develop their advisory skills and work with a diverse client base, including HNWIs, Sole traders, Partnerships, Landlords and Trusts.
You will be responsible for tax planning, compliance and ad hoc advisory work, with a highly competitive remuneration and benefits package, hybrid/flexible working, CTA study support (optional), and a personal progression plan to Tax Manager/Senior Manager.
- Assist/Manage a portfolio of private clients
- Prepare Self Assessment tax returns
- Calculate tax liabilities
- Prepare capital gains computations
- Identify tax planning opportunities
- Prepare P11Ds
- Correspond with HMRC as required
- Liaise directly with clients
- Assist with ad hoc advisory work
- Monitor WIP
- Report to Senior Managers/Partners
- Deal with client queries
**Benefits Include:**
- CTA study support (optional)
- Personal progression plan
- Hybrid/flexible working
- Generous holiday entitlement
- Health cash plan
- Employee wellbeing programme
- Modern working environment
- Cycle to work scheme
**Requirements:**
- ATT Part-Qualified/Qualified or CTA Part-Qualified
- Minimum 2 years' personal tax experience (ideally)
- Practice experience essential
- Strong written and verbal communication skills
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