My client in Oxford is in need of an Private Client Tax Advisor due to expansion.
The Role
Your key responsibilities will include:
Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines
Preparing and processing tax returns and P11Ds from information provided
Calculation and advice of liabilities, together with due dates of payment to client
Assisting with client queries and providing ad hoc advice where requested
Billing personal portfolio clients after work completed
Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients
Assisting partners and staff members with technical queries
Providing assistance to junior members of the team where appropriate
Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax
Dealing with HMRC correspondence, telephone calls and enquiries
General support to the tax team as required
What we can offer you
Hybrid and flexible working
Exposure to a broad range of clients across many industry sectors such as healthcare, property, advertising and PR. These will include sole traders, partnerships, landlords and trusts
A Line Manager who will work closely with you to support your development and provide day to day guidance
A varied role in a talented and experienced team
Joining a company with an exciting growth plan ahead
Plenty of opportunities to increase your technical knowledge and skills
A tailored career progression plan
Competitive salary and benefits package including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme
Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service
Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. We also offer all employees a Wellbeing Day each year - a day dedicated to boosting your wellbeing
A comprehensive induction to help you get up to speed
About You
Experience within a private client tax team
Ideally ATT qualified
A Self-starter with a with a high level of resilience and attention to detail
Strong interpersonal and communication skills, both written and verbal
Organised and able to manage multiple projects simultaneously
Strong aptitude for IT - able to pick up new technology quickly
Can do attitude, positive and commercial approach
Confident, tactful and discreet manner
Strong team spirit but also effective working independently
Location: Farnham
Salary: £50,000
Please respond with your most up to date CV to be considered.
finance manager , financial accountant, accounting manager, management accountant, financial controller, aca, accounting, aca, acca, chartered accountant, accountant, audit