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Private Client Tax Senior

Taylor Rose Recruitment Ltd
Posted a month ago, valid for 12 days
Location

Exeter, Devon EX4 3PZ, England

Salary

£45,000 per annum

Contract type

Full Time

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Sonic Summary

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  • Taylor Rose Recruitment is seeking a Private Client Tax Senior for a leading firm of Chartered Accountants in Exeter due to their ongoing growth.
  • The ideal candidate should be ATT Qualified and/or a CTA student with a minimum of 2 years of personal tax experience.
  • The role involves managing a diverse client portfolio, including HNWIs and partnerships, focusing on tax planning, compliance, and advisory work.
  • The position offers a highly competitive salary, hybrid working options, CTA study support, and a personal progression plan towards Tax Manager/Senior Manager.
  • Strong written and verbal communication skills are essential for this role, which also includes generous holiday entitlement and a health cash plan.

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.

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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.