Private Client Senior

Location: North London, London
Contract Type: Permanent
Specialisation: Finance & Accounting
Salary: Negotiable
REF: BBBH239268_1579875783


Job Title: Tax Senior (Private Clients)
Location: North London
Salary: Up to £40,000


I am currently working with a Top 20 firm with multiple offices across the country on a Private Client Senior role in North London. This is a private client tax compliance role, reporting to the Senior Tax Manager, and will involve contributing to the provision of an excellent range of tax services to a diverse set of private clients and providing support for the Senior Tax Manager.

This Tax Senior role is offering a competitive salary and a great career path to progress within the firm and great benefits package.

Responsibilities for the Tax Senior duties will be:

  • Preparing annual tax returns (Individuals, Trusts, and Estates) and managing the client lists in order to meet the submission deadlines
  • Advising clients on tax liabilities as they become due
  • Identifying tax planning opportunities for clients
  • Preparing/amending and/or approving letters and emails for the Senior Manager's approval
  • Drafting replies to client or third party correspondence, seeking further input as appropriate
  • Assisting in dealing with Enquiries raised by HMRC
  • Various ad hoc work such as technical research, assisting with tax projects, etc.
  • Assisting with the billing cycle, dealing with debtors and provisions for Work in Progress (WIP), and preparing fee quotes to be approved by the Senior Tax Manager and/or Partner(s)

Experience required for the Tax Senior role:

  • Minimum 2 - 3 years' experience working in a tax environment (primarily with Private Clients
  • Must be ATT Qualified (or equivalent), with at least 1 year post-qualification experience
  • Excellent verbal and written communication skills
  • Experience of communicating with clients directly
  • Experience of managing a portfolio of Private Clients

If you are interested interested in this role please apply directly or for more information please call Matthew Barber at Ambition on 0207 4307 281