Job Description
REED Practice are exclusively recruiting for an ambitious Accountancy Practice based near to Ringwood recruiting a Tax Senior Private Client. This is a HYBRID Role, Career opportunities available with an uncapped ceiling for a progression
Tax Senior Private Client
Full time / Part Time Hours available
Salary £45,000 - £50,000 per annum (Flexible for the right candidate)
Hybrid working
Key Responsibilities:
· Client Relationship Management - Serve as the primary advisor, delivering exceptional service and proactive tax planning.
· Portfolio Oversight - Manage a portfolio of high-net-worth clients, ensuring compliance and timely completion of tax-related tasks.
· Tax Advisory & Compliance - Prepare reports and letters providing expert guidance on Income Tax, IHT, CGT, and other tax matters.
· Regulatory & Group Standards - Conduct regular client reviews, year-end tax planning, and ensure full regulatory compliance.
· Business Development - Identify and generate new client opportunities, promoting Ward Goodman’s full suite of services.
· Company Representation - Act as a trusted ambassador, upholding professional ethics and driving company initiatives.
Entry Requirements and Essential Skills:
· Proven experience in a similar role, managing private client tax matters.
· ATT or CTA qualified, with strong technical knowledge and a commitment to continuous learning.
· Highly organised, able to manage multiple deadlines, particularly during the tax return compliance cycle.
· Strong interpersonal skills, with the ability to build rapport and establish long-term client relationships.