Overview
Our client is an independent firm based in Bath. They seek an experienced private client tax specialist for a key role at Manager/Senior Manager level. You will be focusing predominantly on the advisory, planning and complex tax compliance services the firm has to offer. In addition, the role will give the opportunity to enhance and develop the tax advisory offering with a focus on business development. The role requires a technically strong individual who can provide exceptional tax advice and compliance services to a diverse portfolio of high-net-worth individuals (HNWIs), families, and owner-managed businesses and has a track record of doing so. The successful applicant will be an integral part of our firm\'s future, with a path for professional development and a mandate to drive business growth.
Responsibilities
* Client Management and Advisory: Manage and provide proactive, high-level tax advice to a complex portfolio of private clients, including HNWIs, families, and trusts.
* Specialise in providing technical advice on a wide range of UK taxes, with a particular emphasis on Income Tax, Capital Gains Tax, and Inheritance Tax.
* Identify and implement strategic tax planning opportunities for clients to ensure optimal tax efficiency and compliance.
* Tax Compliance: Oversee and review the preparation of complex self-assessment tax returns for individuals, partnerships, and trusts.
* Ensure all tax compliance obligations are met accurately and within statutory deadlines.
* Handle complex correspondence and resolve queries from HM Revenue & Customs (HMRC).
This role is based mainly in the Bath office but hybrid working also considered. Would suit a CTA qualified. Friendly team and excellent quality work.
Note: Unfortunately this firm is unable to offer visa sponsorship.
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