The Role:
This Hybridposition entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients. The primary focus will be on private clients and owner-managed businesses. Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.
What you’ll be doing
* Managing Client Portfolio:
o Ensure compliance deadlines are met for clients.
o Deliver high-quality client service through meetings, phone calls, and written correspondence.
* Client Acquisition:
o Onboard new clients via the firm’s website, email, phone inquiries, and marketing efforts (including social media promotion).
* Tax Return Preparation:
o Prepare complex self-assessment tax returns and related tax calculations for high-value clients and partnerships using the firm’s software (CCH).
o Review non-complex self-assessment tax returns prepared by junior staff.
* Compliance and Documentation:
o Maintain digital tax compliance and permanent files according to the firm’s guidance.
o Handle all related correspondence with clients, HM Revenue & Customs, and third parties.
1. Tax Advisory Support:
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