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Date Added: Sat 07/09/2024

Private Client Tax Senior

London, UK
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Company: REED

Job Type: Permanent, FullTime

Salary: £48,000 - £55,000 per annum, Inc benefits

  • Job Type: Full-time
  • Location: London
  • Salary: Competitive

We are seeking a Tax Senior with relevant tax experience to manage and maintain their own portfolio of personal tax clients. This role is primarily compliance-focused, with opportunities to develop advisory skills. The successful candidate will be responsible for ensuring high standards and timely completion of work within their portfolio.

Day to Day of the Role:
  • Serve as the main point of contact for personal tax clients throughout the year.
  • Plan and organise your own portfolio, allocating work and resources as required.
  • Monitor the progress of all returns to ensure they are completed efficiently, on budget, and meet client expectations.
  • Prepare letters of engagement for new clients and final billing for director or partner review.
  • Examine explanations of variance from budget and assist with all aspects of personal tax compliance.
  • Prepare and submit 60-day CGT returns and manage client relationships with HMRC.
  • Prepare accounts for sole traders and partnerships, escalating queries to specialists within the wider team when necessary.
  • Communicate openly with directors and partners regarding future work and relevant matters.
  • Assist the team with the provision of UK Tax advice to clients and potentially assist in a range of tax compliance areas.
Required Skills & Qualifications:
  • ACA, ACCA, CTA/CIOT qualification, or ATT qualified with a minimum of 5 years post-qualified experience in tax.
  • Ability to work independently and take responsibility for activities, escalating matters when required.
  • Strong communication skills with both colleagues and clients.
  • Focus on solutions and an appetite for progression and development.
  • Ability to manage multiple projects and work effectively as part of a team.
  • Attention to detail, with strong analytical and information gathering skills.
  • Commercial approach to portfolio management.
Benefits:
  • Competitive salary and opportunities for progression.
  • Professional development through CPD courses and research.
  • A supportive team environment that values communication and collaboration.
Apply Now