Private Client Tax Specialist

3 weeks ago


Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

**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.

  1. Assist/Manage a portfolio of private clients
  2. Prepare Self Assessment tax returns
  3. Calculate tax liabilities
  4. Prepare capital gains computations
  5. Identify tax planning opportunities
  6. Prepare P11Ds
  7. Correspond with HMRC as required
  8. Liaise directly with clients
  9. Assist with ad hoc advisory work
  10. Monitor WIP
  11. Report to Senior Managers/Partners
  12. Deal with client queries

**Benefits Include:**

  1. CTA study support (optional)
  2. Personal progression plan
  3. Hybrid/flexible working
  4. Generous holiday entitlement
  5. Health cash plan
  6. Employee wellbeing programme
  7. Modern working environment
  8. Cycle to work scheme

**Requirements:**

  1. ATT Part-Qualified/Qualified or CTA Part-Qualified
  2. Minimum 2 years' personal tax experience (ideally)
  3. Practice experience essential
  4. Strong written and verbal communication skills


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