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- Posted 28 October 2020
- Salary£30000 - £45000 per annum
- Location
- Job type Permanent
- ReferenceBBBH245000_1603905526
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Private Client Tax Senior/ Semi Senior
Job Title: Private Client Senior/Semi Senior
Location: London
Package: Up to £45,000 + benefits
I am looking to speak to CTA qualified or part qualified Private Client Tax specialists for a role in one of the leading Private Client Tax teams in London. The role will focus on managing a portfolio of sole traders, partners, HNWIs, non UK domiciliaries and partnerships whilst working closely with senior managers on more complex work.
Key Responsibilities for this role include:
- Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, partnerships, non-residents and trusts
- Ensuring the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
- Identifying possible planning possibilities
- Preparing reports for clients
- Attendance at client meetings
- Answering client ad-hoc questions and enquiries in respect of their personal tax affairs
Key Requirements for this Role Include:
- Professionally qualified or part-qualified CTA, ACA or equivalent qualification
- Good knowledge of private tax compliance and ideally some exposure to planning/advisory work
- Technical knowledge to include CGT, IHT, business tax aspects. Non-resident, non-domicile and partnership experience will be useful
- Computer literate using a range of applications/programmes ideally including Digita software
If you are interested in this role please apply directly or for more information please call Matthew Barber on 07852 565 247