The Private Client Tax Executive will provide high-quality tax advice and compliance services to a varied portfolio of clients within the professional services industry. This role offers an excellent opportunity to specialise in private client tax within a supportive and collaborative environment
Client Details
This professional services firm is a well-established and highly regarded organisation, recognised for its expertise in tax and advisory services. Operating as a medium-sized company, they deliver tailored solutions to clients across a range of sectors.
Description
* Prepare and review personal tax returns for a range of clients, ensuring accuracy and compliance with legislation.
* Advise clients on tax-efficient planning opportunities and inheritance tax strategies.
* Handle queries from HMRC and assist clients in resolving tax disputes effectively.
* Support the team with complex technical tax research and reporting requirements.
* Build and maintain strong relationships with clients, ensuring their needs are consistently met.
* Identify opportunities to improve processes and deliver enhanced client services.
* Provide guidance and mentorship to junior team members within the tax department.
* Stay updated on changes in tax legislation and its impact on private clients.
Profile
A successful Private Client Tax Executive should have:
* Relevant tax qualifications, such as ATT or CTA, or equivalent experience in private client tax.
* Strong knowledge of UK personal tax legislation and compliance processes.
* Experience in working with high-net-worth individuals and private clients.
* Excellent attention to detail and the ability to manage multiple tasks effectively.
* Proven ability to communicate complex tax matters clearly and confidently to clients.
* A proactive approach to problem-solving and delivering client-focused solutions.
Job Offer
* Competitive salary range of £40,500 to £49,500, based on experience and qualifications.
* Generous holiday allowance to support a healthy work-life balance.
* Opportunities for professional development and career progression within the tax department.
* A collaborative company culture with a focus on employee well-being and support.
If you are a motivated tax professional looking to specialise in private client tax within the professional services industry, we encourage you to apply today!
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