1. Demonstrate your Private Client expertise with your own HNWI portfolio
2. Develop your advisory & management skills in a collaborative environment
About Our Client
This accountancy firm is a local organisation with a strong reputation for providing high-quality tax advice and support. They specialise in assisting private clients with their financial and tax needs, ensuring personalised and expert service.This firm specialises in HNWI's and Partnerships, along with partnering with several legal firms in Dorset & Hampshire.
Job Description
3. Provide tax compliance and advisory services to a portfolio of private clients.
4. Prepare and review self-assessment tax returns and related computations.
5. Offer advice on tax planning opportunities to optimise clients' financial situations.
6. Ensure compliance with the latest tax legislation and regulations.
7. Assist with managing HMRC enquiries and correspondence on behalf of clients.
8. Build and maintain strong client relationships through effective communication.
9. Support junior team members with their development and training.
10. Contribute to the growth of the tax department by identifying business opportunities.
The Successful Applicant
A successful Private Client Tax Senior should have:
11. A relevant professional qualification, such as ATT or CTA, or equivalent experience.
12. Strong knowledge of tax compliance and advisory services for private clients.
13. Proficiency in tax software and Microsoft Office applications.
14. Excellent attention to detail and organisational skills.
15. The ability to manage multiple clients and deadlines effectively.
16. A commitment to providing high-quality client service.
What's on Offer
17. Competitive salary ranging from £35,000 to £45,000, depending on experience.
18. Permanent position based in Wimborne with opportunities for professional growth.
19. Supportive and collaborative working environment within the professional services sector.
20. Potential benefits package to be confirmed.
This is a fantastic opportunity to advance your career as a Private Client Tax Senior in the accountancy industry. If you are interested in joining a respected team in Wimborne, we encourage you to apply today!