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:
- paid overtime
- 28 days holiday
- hybrid working (50% working from home)
If you are seeking Private Client Tax Senior roles in City of London contact Austin Rose, the Tax Specialists.
Reference
ARJ13836
Sector
Personal Tax, Taxation
Salary
£40,000 to £48,000 Per Annum
Town/City
City of London
Contract
Permanent
Closing Date
04/09/2024
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