Back to jobs

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