Private Client Tax Senior
Responsibilities: • Providing an efficient, client focussed and proactive service to meet the needs of private clients.
• Working with directors and managers on technical assignments.
• Managing day to day client portfolio including billing and monitoring work in progress.
• Ensuring that the firm’s risks are managed appropriately.
• Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC.
• To liaise proactively with clients on advisory matters.
• To meet new clients with the appropriate partner/director and be a main point of contact with those clients going forward
• Preparing personal and partnership tax return
• To review personal and partnership tax returns prepared by more junior members of staff / prepare complex compliance cases Requirements: • ATT/ CTA qualified or part qualified or equivalent
• Proven experience managing private client portfolios in a professional services setting.
• Strong knowledge of personal tax compliance and advisory work.
• Relevant practice experience Benefits: • Hybrid/ flexible working options
• 25 days annual leave + bank
• Social events
• Private Medical and Health Insurance
• Pension Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful
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