Private Client Tax Consultant

Private Client Tax Consultant Top 30 Firm, Birmingham OfficeUp to £68,000!!!

I am recruiting a Private Client Tax Consultant to join a highly supportive and conscientious tax team, to deliver the highest standard of compliance work in a professional and supportive manner. You'll be responsible for your own portfolio of clients, whilst also building and developing your professional skills.

Are you passionate about consulting and advising private clients? Do you understand what is important to them and are you able to deliver an effective and friendly resolution?This role could be perfect for you!

Key Responsibilities:

• Preparation of tax returns and PD11d's on behalf of clients.
• Dealing with basic tax matters of behalf of clients.
• Contact with HMRC and other third parties and necessary.
• Contact with clients to deal with queries arising when preparing annual tax returns and in dealing with their current affairs on an annual basis.
• To manage a portfolio of clients to ensure that all tax returns are prepared and submitted to HMRC by the due dates.
• Checking PAYE codes and statements on behalf of clients.
• Calculation of client's tax liabilities, together with a reconciliation of tax due.
• Manage the WIP (Work In Progress) on your client portfolio, ensuring that all fees are raised and issued to the client on the completion of work.

Skills, Knowledge and Expertise:

• At least five years practical experience or preparing tax returns.
• Efficient use of the tax software used for the preparation of annual tax returns.
• Being aware of basic tax planning opportunities and implementing these with the clients.
• An understanding of the tax system, being aware of the due dates for submission of annual tax returns and payment due dates.
• Demonstrate a high commitment to excellent client service and takes ownership of the role.
• Ability to prioritise own workload.
• Awareness of the penalties applicable for missing submission deadlines.

Benefits:

• Flexible and hybrid/smart working options
• 25 days annual leave (plus bank holidays
• Option to buy and sell annual leave
• Health Insurance
• Life Assurance
• A generous discounted shopping platform for all staff
• Greener car scheme
• Cycle to work scheme
• Social benefits; they have a full social calendar!