Private Client Tax Expert

5 days ago


Rickmansworth, Hertfordshire, United Kingdom Mercer & Hole Full time
Key Responsibilities
  • Manage all aspects of income tax (including National Insurance) and capital gains tax, reviewing PAYE coding notices where necessary.
  • Review Self-Assessment tax returns prepared by other staff members for client approval and electronic filing.
  • Liaise with clients on routine and ad-hoc assignments via email, telephone, and face-to-face meetings, covering inheritance tax, income tax, and capital gains tax.
  • Assist partners in delivering advisory work, including report preparation on IHT planning, residence, UK trusts, and business structure.
  • Communicate with HMRC regarding s9A enquiries and prepare disclosures under the digital disclosure facility.
  • Oversee the collection of tax return information, liaising with third-party professionals and clients.
  • Prioritise and organise work to ensure high-quality client care and meet HMRC deadlines, working independently and showing initiative.
  • Billing clients quarterly, including making reserves and updating partners on billing concerns.
  • Monitor personal time budgets and chargeability.
  • Attend internal departmental management meetings and participate in networking events for business development.

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