In a nutshell
Are you a tax professional eager to accelerate your career within a firm that prioritises your growth and development?
By joining our dynamic tax team, you will have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of personal tax clients. This includes working with trusts and high-net-worth (HNW) individuals. You will play a crucial role in ensuring our clients receive top-tier service, leveraging your expertise to navigate complex tax matters and provide insightful advice.
We are committed to supporting your professional journey, offering continuous learning opportunities and a collaborative environment where your skills and career can flourish.
What you'll be doing day to day
1. Look after a portfolio of cases, including some trusts as well as high net worth individuals
2. Drafting reports and letters providing tax advice including IHT planning, residence and domicile
3. Meeting with clients to ascertain and advise on their tax planning needs
4. Undertake CGT advice on property, shares etc for both UK resident and non-UK resident individuals
5. Reviewing the work of more junior staff and contributing to their professional learning and development
6. Providing and managing compliance services including preparing and reviewing self-assessment tax returns and computations
7. Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
8. Request, collate and maintain client information
9. Correspond and deal confidently with client enquires
10. Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service
About you
11. Previous experience in a tax compliance and advisory role and drafting reports
12. ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
13. Understanding of compliance standards imposed by the various regulatory authorities for tax
14. Organised and able to plan time efficiently in order to meet deadlines
15. Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients