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Manage a portfolio of clients including company directors, business owners. high net worth individuals and partnerships. Be comfortable with a high level client communication and be able to play a managerial function for more junior members of the team.
Client Details
Join a leading independent firm based in the heart of Bath. Exemplary client service is at the heart of everything they do. They have a proven track record of creating bespoke solutions for aspirations business owners, individuals and their families.
Description
- Manage a portfolio of clients including company directors, business owners. high net worth individuals and partnerships.
- Manage the tax relationships with clients and provide an exceptional level of client service.
- Review of income tax and capital gains tax computations, including liaising with specialists on technical matters.
- Review of business and corporation tax computations, prepared by our Business Services team, for SMEs.
- Provide support and guidance for junior members of the team.
- Support Partners on advisory projects.
- Researching and understanding technical matters and presenting them in a comprehensible and practical way.
Profile
- ACA/ACCA and/or ATT qualified. CTA desirable.
- The ideal candidate will have a solid grounding in tax compliance review and portfolio management together with a desire to expand their technical knowledge and advisory skills.
- Knowledge of inheritance tax and taxation of trusts desirable but not essential.
- Excellent communicator with both clients and colleagues, both written and oral.
- Client driven and commercially aware.
- Team player with an enthusiastic and flexible attitude to work.
Job Offer
A competitive base salary of £35.000-£55,000
25 days annual leave
Flexi time and toil available
Hybrid Working
Pension contributions
Hybrid and flexible working arrangements
Parking on site
Clear careers progression
If this role is of interest please contact Connor Matthews at Michael Page on
