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Private tax senior (financial services)

Wimborne
Permanent
Page Personnel
Service
Posted: 2 July
Offer description

1. Manage a specialist portfolio of Financial Services Private Tax Clients
2. Join a modern, innovative and employee-focused Accountancy Practice

About Our Client

Our client is a reputable accountancy firm with 3 offices across the South West. Their focus is on providing high-quality tax, audit, and advisory services to a diverse range of clients, whilst prioritising their employees work-life balance & career development with generous benefits & professional development packages.Our client works closely with a number of local & national legal practices and financial planners, which has resulted in them having a specialised Financial Services Tax provision.

Job Description

3. Manage and deliver tax services to a range of Financial Services clients.
4. Provide tax planning and advisory services to clients.
5. Prepare and review tax returns and ensure compliance with tax regulations.
6. Collaborate with other team members to provide comprehensive service to clients.
7. Develop strong client relationships through regular communication and excellent service.
8. Identify potential tax planning opportunities for clients.
9. Stay up-to-date with current tax laws and regulations in the professional services industry.
10. Assist in the training and development of junior team members.

The Successful Applicant

A successful Private Tax Senior should have:

11. Professional qualification in tax or accounting - ATT, ACA, ACCA, CTA.
12. 3+ Year's experience in providing personal tax services in a UK-based Accountancy Practice.
13. Strong knowledge of tax laws and regulations.
14. Excellent interpersonal and communication skills.
15. Strong organisational skills and the ability to manage multiple tasks and deadlines.

What's on Offer

16. A competitive salary ranging from £28,000 to £38,000 per year.
17. Comprehensive benefits package.
18. Opportunity to work in a strong, independent & versatile Accountancy firm in Wimborne or Shaftsbury.
19. Opportunities for career development and advancement within the firm.
20. A supportive and collaborative working environment.

We encourage all qualified candidates who are passionate about tax services in the professional services industry to apply for this exciting opportunity in Wimborne.

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