Private Client Tax Senior

Private Client Tax Senior - City of London - Top 20 Firm

Are you a Private Client Senior looking to join a flexible and supportive Top 20 firm? Are you keen to be part of a challenger firm that is embracing AI and data analytics in all areas of the business? Would you enjoy working within a firm that has an exciting strategy for growth and a desire to be at the forefront of innovation in the public practice market? If so, this could be the perfect role for you.

Our client is a Top 20 firm with one of the most flexible working arrangements in the market alongside structured technical development and an exciting client base. With a modern and progressive mindset, this firm is one of the leaders in automation and data-driven solutions within the accountancy practice market.

You will join a market leading Private Client team as a Senior with responsibility for managing a varied personal client tax portfolio dealing with all routine compliance and ad- hoc advisory work. In addition to high net worth individuals, you will be the first point of contact for partnerships.

Private Client Tax Senior responsibilities will include:

Managing a Private Client portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
A key point of contact for the client.
Dealing with partnerships and high net worth individuals.
Dealing with a range of capital gains tax issues.
Assisting with or dealing with the delivery of technical advisory work on the portfolio.
Assisting with one off advisory and compliance assignments.
Proposing and raising client bills and reviewing WIP.

As a Private Client Tax Senior you will:

Be ATT qualified and either be CTA qualified or keen to study the qualification
Have around three years personal tax experience including portfolio management
Experience of working with HNWIs, non-doms and non-resident clients, partnerships and proprietors of OMBs
Demonstrate an aptitude towards undertaking advisory assignments
Be comfortable managing staff and communicating directly with client

In return, as a Private Client Tax Senior, you will receive: