Job Description
REED Accountancy and Finance are recruiting a Qualified Tax Senior Private Client (ATT / CTA Qualified) for an award winning Accountancy Practice based near Ringwood. With a wealth of experience and established clients this position has become available through organic growth and offers a wealth of opportunity and benefits. Please see below
Tax Senior Private Client (ATT / CTA Qualified)
Salary - up to £50,000 per annum + Benefits (Full Time preference)
BENEFITS
Hybrid working after probation. 25 days annual leave (includes 2 days for Christmas shutdown) for the team. Birthday off. Early finish on a Friday in August, 4pm. Free onsite parking. Free tea / coffee / refreshments. Company events. Celebration gifts for weddings, babies, attaining professional qualification, other significant lifeevents and major work anniversaries. Staff referrals bonus. Client introduction bonus. MySmartSpending Rewards. Financial Services Advice - significant reduction in the cost. Support charity effortsAfter Probation. Option to buy / sell annual leave - up to 5 days per year. Profit share scheme
ROLE / DUTIES
* Responsible for managing a portfolio of clients and delivering holistic services in line with specific team and role responsibilities.
* Manage a mixed client portfolio of business owners, property investors, HNWI & UHNWfamilies, trusts, and estates. Ensuring efficient and timely completion of all tasks required inline with the group timelines and those within the procedures
* Be recognised by, the clients, your peers and the wider group as the point of contact for theportfolio of clients allocated to you and coordinate all services that they require
* To excel in both, client, regulatory and group standards
* Carry out annual reviews for clients within the portfolio to assess ongoing fees, servicesofferings required, year-end tax planning and ongoing tax planning
* Carry out regular client reviews in line with their service offering
* Control personal budgets, chargeable hours, recoverability for the portfolio allocated to you,
Please apply if you are interested