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Established firm of accountants, tax and business advisors based in Cheltenham. that provide a comprehensive range of services to businesses, their owners and high net worth individuals across the UK. They are a growing accountancy and tax practice and expanding our team and looking for an experienced part-time Personal Tax Senior.Â
The role will include, managing and developing team members, whilst reviewing their work. You will work with the director on a variety of planning projects and technical assignments and have the opportunity to get involved in business development and networking.
Your new role
• Responsible for a number of client relationships, including non-residents, non-domiciled individuals, high net worth individuals and trusts, supporting them on a variety of compliance matters
• Principal point of contact for clients, working closely with them to understand developments in their personal tax affairs, ensuring they are up-to-date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
• Manage a variety of compliance matters
• Ensure clients are up-to-date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
• Review tax returns and computations
• Ensure efficient and risk-managed delivery
• Responsible for complying with all internal risk management procedures
What you'll need to succeed
• ATT qualified or equivalent
• Previous Personal/Private Client/Mixed Tax experience in a similar role within a practice environment is essential.
You will have the ability and motivation needed to:
• Begin to take ownership of your own portfolio with support from your manager
• Support in delivering revenue and profitability targets
• Begin to develop enduring client relationships
• Critically review the work of others
What you'll get in return
• Hybrid/ flexible working
• Convenient location and parking
• 25-day holiday
• Cycle to Work schemeÂ
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If you'd be open to having a confidential, unbiased conversation about this role please submit your CV Asap to (url removed)
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