Tax Senior (Private Client Tax)
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Tax Senior (Private Client Tax)
[Employer hidden — view at passion-project.co.uk] Consulting Group is seeking an experienced Tax Senior to join their Private Client Tax function. The role involves preparing and submitting tax returns, answering client queries, providing tax advice, and managing client relationships. The ideal candidate will be ATT qualified with strong tax knowledge and communication skills.
Job Summary
Our business is geared towards providing Taxation services to a broad range of clients including expats, non-UK residents and to support High Net Worth clients, Entrepreneurs and Trusts through the life cycle of their business.
We are looking for a Tax Senior who is ATT qualified and ideally has a view towards completing their CTA.
Job Role and Responsibility:
- Preparation and submission of tax returns for a portfolio of clients, including reviewing tax returns of juniors
- Speaking with clients and prospects (over the phone) answering tax queries
- Assisting the wider tax team with tax return reviews from outsourcing company
- Assisting in preparation of written private client tax advice in report format to clients
- Managing client relation relationships and expectations, which would involve monitoring of IRIS on a weekly basis to ensure a number of issues and deadlines are being met
- Assisting with update of our internal CRMs and client portals of new enquiries
- Various ad hoc work as and when it arises
- Although this role is compliance-based, there is the scope to work within other areas and get more involved in advisory as your role develops.
- We’ll also offer you the opportunity of future progression and development, including full study support towards your professional qualification.
Person Specification:
- Must be ATT qualified
- Previous exposure within a similar role in a medium size practice
- Strong technical tax knowledge and practical expertise within the private client tax arena, with demonstrable broad experience of the tax affairs of non-domiciled individuals, entrepreneurs and share schemes for small and medium-sized enterprises
- Aptitude for research and the ability to prepare complex written advice/calculations
- Strong communication skills, be it face-face, email or in writing, and have an emotional intelligence in dealing with sensitive private client matters e.g. divorce cases, business partner disputes
- Some experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous
- Strong IT skills (e.g. Microsoft Office – notably, Excel)
What we offer:
- Competitive base salary
- Private medical insurance
- Group life insurance
- Breakfast club
- FusionPoints bonus scheme
- An additional day off for your Birthday every year
- Tailored training and development plans for every employee
Job Type: Full-time, Monday-Friday (Fridays WFH)
Job Location: London – Finchley N3
Email: [contact hidden]