Private Client Tax Assistant/semi Senior

2 weeks ago

Bournemouth, United Kingdom Taylor Hawkes Ltd Full time

Taylor Hawkes are currently recruiting for a Top 50 Accountancy Practice, who are looking for a Private Client Semi-Senior for their Bournemouth Office. My client are a market leading accounting, tax and advisory practice, whose services include audit, assuranceand business advisory services, as well as advice on corporate and personal tax matters.

As a Semi-Senior you will be contributing advice, and work on all aspects of personal tax matters within the allocated portfolio of clients; working within a team, alongside other private client departments including, Trust, Expatriate Tax and various Partnerswithin the firm.

**Key Responsibilities**:

- Dealing with compliance matters including preparation and submission of annual Tax Returns of all allocated clients; ensuring all are compliant with tax regulations;
- Looking after the day-to-day issues/queries from clients working with relevant team specialists as appropriate;
- Responsible for a general portfolio of personal tax clients which differ in client type and complexity;
- Liaison with HM Revenue & Customs and clients on all personal tax issues;
- Provide tax advice to clients, in a supported environment, which may include legislative changes or tax efficient planning advice where appropriate;
- Assisting with ad hoc project work, that may include work on P11Ds and working across teams within the private client practice;
- Responsible for liaison with other departments within the firm where appropriate for example Trust, Pensions, Business Group etc.

**Skills and personal attributes required**:

- Excellent communication skills - both written and oral
- A well-developed sense of client service and quality orientation
- Good attention to detail
- Organisation of personal workload
- Working as part of a team
- A proactive and analytical approach with a desire to progress

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