Tax specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants who, due to continued organic growth, are seeking a Private Client Tax Senior to join their team in Exeter.
An excellent opportunity for an ATT Qualified and/ or CTA student with a strong foundation in personal tax compliance looking to develop their advisory skills.
You will be working with a diverse and interesting client base including HNWIs, Sole traders, Partnerships, Landlords and Trustsinvolving a mix of tax planning, compliance and ad hoc advisory work.
Highly competitive remuneration and benefits package, hybrid/ flexible working, CTA study support (optional), and a personal progression plan to Tax Manager/ Senior Manager for the right individual.
The Role:
Assisting/ Managing a portfolio of private clients
Preparation of Self Assessment tax returns
Calculating tax liabilities
Preparation of capital gains computations
Identifying tax planning opportunities
Preparation of P11Ds
Corresponding with HMRC as required
Liaising directly with clients
Assisting with ad hoc advisory work as the role develops
Monitoring WIP
Reporting directly to Senior Managers/ Partners
Dealing with client queries
Benefits Include:
CTA study support (Optional)
Personal progression plan
Hybrid/ Flexible working
Generous holiday entitlement
Health cash plan
Employee wellbeing programme
Modern working environment
Cycle to work scheme
You:
ATT Part-Qualified/ Qualified or CTA Part-Qualified
Minimum of 2 years personal tax experience (ideally)
Practice experience is essential
Strong written and verbal communication skills
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.