Private Client Tax Adviser

2 days ago


Blackburn, United Kingdom Square Peg Associates Ltd Full time

**Benefits**:Hybrid working, 25 days holiday +bank holidays, regular social events and more

Our client based in Blackburn are looking for a Private Client Tax Adviser to join their fabulous team. You will be responsible for the delivery of tax compliance services to a portfolio of individuals, partnerships and trust and will work on all aspects of personal tax matters within the allocated portfolio of clients.

**Duties**:

- Processing and reviewing Personal, Partnership and Trust Self-Assessment Tax Returns
- Assisting the team in both compliance and planning issues
- Managing and developing your own portfolio of clients
- Liaison with stakeholders, including clients, HMRC, tax team and Directors
- Identifying cross-servicing opportunities for Personal Tax clients and introducing specialist consultants where appropriate
- Previous experience within a private client role
- Experience in preparing self-assessment tax returns for individuals, partnerships and trusts
- Proficient in undertaking research of technical legislation, HMRC manuals and guidance
- Experienced in the use of tax return software, ideally CCH
- ATT qualified

If you are interested in this role, please APPLY now or contact Olivia at Square Peg Associates today

**Job Types**: Full-time, Permanent

**Salary**: £35,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Blackburn: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Blackburn



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