Overview
The successful applicant will be responsible for their own portfolio of private clients including all compliance matters, administration, and tax planning. The position will involve training and reviewing the work of junior staff within the group. Reporting will mainly be to the group’s team leaders and, in many cases, directly to the partners. Individuals will also be required to assist the team leaders with the management of the group and have direct staff responsibilities.
Responsibilities
The allocation of work includes self-assessment tax returns for wealthy individuals, partnerships, and trusts; associated tax computations including CGT calculations on securities, chattels, and property transactions; completion of estate tax returns; and all related and complex aspects of looking after the tax affairs of a variety of high-net-worth private clients with wide-ranging business and personal interests. Specific experience in residence and domicile matters is desirable, but not essential. The role provides an excellent range of work for someone with a background in tax compliance wishing to broaden their experience with a dedicated “private client” firm with a diverse client base. The successful candidate
Qualifications
Applicants should be CTA qualified, or equivalent.
Individuals should be proactive, resilient, and driven to deliver excellent client service. The right candidate will be committed to a career in tax and will have relevant strong experience. Experience in organising delivery of tax work within tight deadlines, problem-solving and the ability to use their own initiative is essential, along with excellent verbal and written communication skills. With this role, come the pre-requisites that the candidate is self-motivated, committed, and flexible, a natural team player, with a positive and enthusiastic attitude and has the ability to work with stretching targets and deadlines.
In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements. Previous experience of using tax return software is assumed, as is the use of Word and Excel. Some knowledge of computerised accounts packages would be useful. Applicants should be preferably CTA qualified, or equivalent.
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