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Private Client Tax Assistant/Senior
Our client is looking for a motivated Private Client Tax Assistant/Senior to join their Private Client Tax team. As a Private Client Tax Assistant/Senior, you will manage a diverse portfolio of clients, ensuring accurate and timely tax compliance and advisory services.
Benefits:
- Hybrid working
- Flexible working hours
- Personal training and development plan
- Generous life assurance policy
- Generous private pension
- Private medical insurance
Responsibilities:
- Managing a portfolio of clients
- Preparing Partnership Tax Returns for a varied portfolio of businesses
- Completion of Capital Gains Tax 60-day returns for residential property disposals
- Liaising with clients and HMRC in relation to basic tax and national insurance queries
- Dealing with loss relief claims, pension charges, and capital gains tax reliefs
- Processing Tax Return information and preparing Self-Assessment Tax Returns for a varied portfolio of clients, including trusts
- Checking statements of account, repayments, payments, and dealing with clients' queries regarding these
- Providing general support to the wider tax team with their day-to-day tasks, as required, including identifying and drafting tax advisory assignments such as Capital Gains Tax planning, Inheritance Tax, and Succession planning
- Assisting the tax teams with general tax administration tasks and delegation to administrative support teams
At Tax Senior level:
- Reviewing simple tax returns prepared by Tax Assistants
- Planning, scheduling, and delegating work to Tax Assistants and students, including developing staff and providing feedback
- Providing support to the Tax Manager/Senior Tax Manager, by liaising with clients, colleagues, and HMRC
Required Skills:
- ATT/CIOT qualified or near to completion (or equivalent experience)
- A willingness to develop your tax knowledge
- Relevant experience in a similar role is preferred
- Strong communication and team working skills
If you are a dedicated and detail-oriented professional looking for a new challenge as a Private Client Tax Assistant/Senior, we encourage you to apply. Join our client's team and advance your career in a supportive and flexible work environment as a Private Client Tax Assistant/Senior.
