Private Client Tax Senior

The role of Private Client Tax Senior involves providing expert advice and compliance services to a portfolio of private clients. This position is ideal for a tax professional eager to excel in a professional services environment in London.

Client Details

This professional services firm is a well-established, medium-sized organisation based in London. It specialises in delivering tax, accounting, and advisory services to a diverse clientele, ensuring tailored solutions to meet individual needs.

Description

• Manage a portfolio of private clients, ensuring timely and accurate tax compliance services.
• Provide bespoke tax planning advice tailored to client requirements.
• Review self-assessment tax returns prepared by junior staff.
• Identify and advise on tax-saving opportunities for clients.
• Handle HMRC enquiries and correspondence efficiently.
• Support the development of junior team members through training and mentoring.
• Keep up-to-date with tax legislation and communicate changes to clients and colleagues.
• Collaborate with other departments to provide a holistic service to clients.

Profile

A successful Private Client Tax Senior should have:

• Professional qualifications in tax or accounting (e.g., ATT, CTA, or ACCA).
• Experience managing a portfolio of private clients.
• Strong knowledge of personal tax regulations and compliance processes.
• Excellent communication and interpersonal skills to liaise with clients and colleagues.
• The ability to identify tax planning opportunities and provide tailored advice.
• Proficiency in tax software and Microsoft Office applications.
• A proactive approach to problem-solving and decision-making.

Job Offer

• A competitive salary ranging from £45,000 to £55,000, depending on experience.
• A permanent position within a respected professional services firm in London.
• Hybrid working.
• A supportive work environment with opportunities for professional growth and development.
• Exposure to a diverse client base and complex tax matters.
• Potential for progression within the tax department.