Job Description
Personal Tax Senior - Private Client Portfolio
?? Location: East Hants | ?? Salary: Competitive | ?? Full-Time, Permanent (POTENTIAL FOR PART TIME)
Recruiter: Robert Half - Practice Division
Are you an experienced tax professional looking to join a respected and growing private client team? I'm working with a well-regarded accountancy firm seeking a Personal Tax Senior to take ownership of a varied and flexible portfolio of private clients.
?? The Role
This is a fantastic opportunity for a tax specialist with proven experience in personal tax compliance. You will manage a portfolio of 150-200 clients, including high-net-worth individuals, directors, partnerships, and trusts, ensuring all compliance work is handled with the highest standard of accuracy and care.
?? Key Responsibilities
1. Manage all personal tax compliance requirements across your portfolio.
2. Prepare accurate and timely self-assessment tax returns, maintaining structured and compliant files.
3. Keep clients informed of key deadlines, obligations, and legislative changes.
4. Plan and manage your own workload, flagging issues to the Tax Manager/Partner when needed.
5. Build strong client relationships through regular and proactive communication.
6. Identify potential tax planning opportunities and support advisory projects.
7. Collaborate wi...